Managed Services that reduce notices, penalties, and year‑end chaos.
When you don’t have time to run the program internally, we’ll do it for you — end-to-end execution, audit-ready logs, clean deliverables, and process improvements that prevent repeat issues.
- Fixed-scope deliverables with clear timelines
- Vendor outreach + documentation you can hand to Audit
- Data normalization and “root cause” prevention
- Optional ongoing monitoring and refresh programs
Managed service offerings
Each service page explains scope, workflow, deliverables, and what we need from you to start.
Full‑Service W‑9 Outreach
You provide a list. We run outreach, collect W‑9s, validate, and log every action.
- Email-first outreach + reminder cadence
- Secure capture + completeness review + 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, inconsistent names
- Normalize entity types and suffix rules
- Deliver a clean export + exception list
CP2100 & B‑Notice Handling
End‑to‑end mismatch remediation, B‑Notice workflows, W‑9 outreach, and defensible reporting.
- Triage mismatch lists and prioritize remediation
- First/Second B‑Notice workflows + tracking
- Cleanup + controls to reduce repeat notices
972CG Penalty Support
Review assessments, build documentation, and support penalty abatement responses.
- Review notice and validate penalty basis
- Provide remediation evidence and audit history
- Draft abatement support package
How engagements typically work
Simple, predictable, and designed for audit defensibility.
Intake
We review your export/notice details and confirm the target deliverables.
Scope & fixed-fee
You get a clear plan, timeline, and fixed-fee quote aligned to your volume and deadlines.
Execution + audit log
We run the workflow, track every action, and deliver clean outputs you can operationalize.
Not sure which service you need?
Send a sample export or describe the problem. We’ll recommend the fastest path and provide fixed-fee options.