Managed services that reduce notices, penalties, and year-end chaos
When you don't have time to run the program internally, we'll run it for you — end-to-end execution, audit-ready logs, clean deliverables, and the process fixes that stop the same problem coming back next filing season.
Most engagements start with a vendor export (CSV). Fixed-fee options.
The work is bounded by a date you don't control
Vendor compliance has a way of arriving all at once — a CP2100 lands, an ERP migration mangles thousands of legal names, or Q4 turns up a few hundred payees with no valid W-9. The work is finite and urgent, and it rarely lines up with the headcount you have.
Fixed-scope deliverables
A clear plan, timeline, and fixed fee before work starts — not an open-ended hourly engagement.
Documentation you can hand to audit
Outreach and validation history captured as we go, in the form an examiner actually asks for.
Root-cause prevention
Data normalization and control fixes, so the same population doesn't fail again next year.
Optional ongoing monitoring
Refresh and re-screening programs once the backlog is cleared, if you want it kept clean.
Four engagements, scoped to the problem you actually have
Each service page explains the scope, the workflow, what you get back, and what we need from you to start.
Full-Service W-9 Outreach
You provide a list. We run the outreach, collect the W-9s, validate them, and log every action.
- Email-first outreach with a documented reminder cadence
- Secure capture, completeness review, and IRS validation
- Optional physical W-9 mailing for non-responders
Vendor Master Cleanup
Normalize and standardize vendor master data for clean 1099 and onboarding workflows.
- Remove duplicates, bad addresses, and inconsistent names
- Normalize entity types and suffix rules
- Deliver a clean export plus a categorized exception list
CP2100 & B-Notice Handling
End-to-end mismatch remediation, B-Notice workflows, W-9 outreach, and defensible reporting.
- Triage the mismatch list and prioritize remediation
- First and Second B-Notice workflows with tracking
- Cleanup and controls to reduce repeat notices
972CG Penalty Support
Review assessments, build the documentation, and support a penalty abatement response.
- Review the notice and validate the penalty basis
- Assemble remediation evidence and audit history
- Draft the abatement support package
Simple, predictable, and built for audit defensibility
Intake
We review your export or notice details and confirm the target deliverables — so scope is agreed before anyone starts work.
Scope & fixed fee
You get a clear plan, timeline, and fixed-fee quote aligned to your volume and deadlines. No open-ended hourly billing against a fixed filing date.
Execution + audit log
We run the workflow, track every action, and hand back clean outputs you can operationalize — with the documentation already assembled.
Fast start. Most engagements begin with a vendor or payee export as a CSV — or with the notice itself, if one has already arrived. We scope quickly and come back with fixed-fee options.
Before you send us an export
How does an engagement start?
With a vendor or payee export as a CSV — or with the notice itself if you're responding to a CP2100 or 972CG. We review it, confirm the deliverables, and come back with a plan, timeline, and fixed-fee quote scoped to your volume and deadline.
Is this priced hourly or fixed-fee?
Fixed-fee, scoped to volume and deadline. You get the plan and the price before work starts. That matters here specifically because the work is bounded by a date you don't control — an hourly engagement against a filing deadline puts the risk in the wrong place.
What do we actually get at the end?
Clean deliverables plus the audit log behind them — a normalized export, a categorized exception list, collected and validated documentation, and a timestamped record of every outreach and validation action taken on your behalf.
The record is the part people underestimate. It's what supports a reasonable-cause abatement later.
Do we need to be a TIN Comply customer already?
No. Managed services can run as a standalone project, and many engagements start that way during a notice cycle or an ERP migration.
The work runs on the same platform, so if you later bring the program in house, the history and documentation are already there rather than trapped in someone's spreadsheet.
Which service do we need?
Missing W-9s → full-service outreach. Inconsistent data after a migration or acquisition → vendor master cleanup. A notice already arrived → CP2100 & B-Notice handling. Penalties proposed → 972CG penalty support.
Not sure? Send a sample export or just describe the problem — we'll recommend the fastest path.
The same work, as software
Every managed engagement runs on the TIN Comply platform. If you'd rather operate it in house, these are the products behind the service.
Not sure which service you need?
Send a sample export or just describe the problem. We'll recommend the fastest path and come back with fixed-fee options.
Most engagements start from a CSV export.