COKALA provides services for corporate accounts payable, insurance companies, securities firms, retirement
plans, banks, and academic and nonprofit institutions
  • Advisory services subscription for technical tax questions that arise in your daily operations regarding
    compliance with tax withholding and reporting and documentation of payees - covers federal rules for
    Forms W-9, W-8, 8233; Forms 1099, 1098, 5498, W-2, 1042-S; Forms 941, 945, 1042; and related issues.
  • Advisory services on tax issues, documentation and work eligibility for contracting with, or employing, foreign
    individuals or foreign companies
  • On-site review and consultation regarding payee documentation on Forms W-9, W-8 and W-4; tax
    withholding and deposit; tax reporting on Forms 1099, W-2, 945, 941, 1042-S and 1042
  • Assistance with internal processing guidelines for regulatory compliance
  • Tax technical compliance information for new systems in development
  • Tax compliance classes open to the public (see current year class schedule below)
  • On-site custom training programs for Form 1099-W-9 and Form 1042-S/Forms W-8/FATCA compliance at
    all levels of your organization
  • Publications and electronic bulletins to support compliance with federal and state regulatory requirements
State Form 1099 tax reporting and withholding information service for
Financial Industry and for corporate Accounts Payable   and now Table 9 covering 1099-A, 1099-C, 1099-K
Services from the
The Cokala group helps major U.S. companies and institutions avoid risk through effective
compliance with federal and state requirements for tax withholding, payee documentation, tax
information reporting, and related issues such as work eligibility and worker classification of
employees and independent contractors.  Cokala also emphasizes integrating the regulatory
demands of multiple government agencies, and implementing efficient and practical operational
solutions.  The Cokala firm was founded in 2007.    
COKALA Tax Information Reporting Solutions, LLC - telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48105-2224 - fax 734.428.0702
Form 1099 Tax Compliance for 2017
1-day training program, updated for 2017.                                                                  CLASS REGISTRATION
Form 1042-S / W-8 / FATCA Basic Tax Compliance Training for 2017
1-day training program, updated for 2017.  
NEW 2-day class on Form 1042-S / W-8 / FATCA
Two full days of training - August 8/9 in Washington DC

Birmingham AL
:  Form 1099, Thursday Sept. 28; Form 1042-S, Friday Sept. 29
Boston:  Form 1099, Monday Oct. 23; Form 1042-S, Tuesday Oct. 24
Charlotte NC:  Form 1099, Monday Sept. 25; Form 1042-S, Tuesday Sept. 26
Chicago:  Form 1099, Tuesday Sept. 19; Form 1042-S, Wednesday, Sept. 20
Cincinnati:  Form 1099, Monday Dec. 4; Form 1042-S, Tuesday Dec. 5
Cleveland:  Form 1099, Wednesday Sept. 13; Form 1042-S, Thursday Sept. 14
Dallas:  Form 1099, Monday Oct. 9; Form 1042-S, Tuesday Oct. 10
Detroit:  Form 1099, Monday Sept. 11; Form 1042-S, Tuesday Sept. 12
Philadelphia: Form 1099, Monday June 12; Form 1042-S Tuesday, June 13
Phoenix:  Form 1099, Thursday, Oct. 12; Form 1042-S, Friday Oct. 13
St. Louis: Form 1099 Thursday, June 15; Form 1042-S Friday, June 16
Salt Lake City:  Form 1099, Thurs. Dec. 7; Form 1042-S, Fri. Dec. 8
San Francisco:  Form 1099, Thursday Nov. 9; Form 1042-S, Friday Nov. 10
Seattle:  Form 1099, Monday Nov. 6; Form 1042-S, Tuesday Nov. 7
Washington DC:  Form 1099, Thursday Oct. 26; Form 1042-S, Friday Oct. 27
Washington DC:  NEW 2-day Form 1042-S class Tuesday, August 8 & Wednesday, August 9