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 2018
1-day tax compliance training program, updated for 2018.                                        2018 CLASS REGISTRATION
Form 1042-S / W-8 / FATCA Basic Tax Compliance Training for 2018
1-day tax commpliance training program, updated for 2018.  
NEW 2-day class on Form 1042-S / W-8 / FATCA
Two full days of training, broader coverage of topics plus hands-on exercises,
expanded to three cities in 2018