1099 SERVICES, TAX CONSULTING, TAX SOFTWARE AND VAT RECOVERY 1099 SERVICES, TAX CONSULTING, TAX SOFTWARE AND VAT RECOVERY

 

ADP is a global leader in electronic invoicing, dynamic discounting, and procure-to-pay solutions that are easy-to-use, scalable, and flexible enough to adapt to your business rules or integrate with your existing ERP system. Real-time spend visibility and reporting means you'll have better cash management across all of your projects. Automated contract matching and price reconciliation reduces errors and ensures that you’re paying the negotiated price every time. Best of all, you get these same benefits for both your PO and non-PO based spend. Finally, these processing efficiency gains allow you to take advantage of early pay discounts for significant savings.

Contact Information: Jesselyn Reed; 10777 Westheimer, Suite 1100; Houston, TX 77042-3462; (713) 260-9693; jesselyn_reed@adp.com


 

Berkheimer Outsourcing provides document imaging, data capture, remittance processing, and print and mail services for the insurance industry. Our suite of services offers unique solutions to help reduce costs and increase productivity.

Contact Information: Rick Strage, Director of Sales and Marketing; 15330 Valley Center Parkway, Suite 200; Bethlehem, PA 18017;

(866) 396-8194; lcorisdeo@work2berk.com


 

Who we are: At Business Strategy, Inc., we are passionate about procure to pay (P2P). Since 1992, our proven methodology and industry expertise have been the foundation of our unique services that are simply focused on process enhancement and cost reduction. Our menu of solutions impact our client’s bottom line by performing a complete procure-to-pay risk analysis and recommending internal controls to address the risk, contract compliance, accounts payable recovery, sales and use tax, and cash management. What we do: We help companies obtain immediate impact to their bottom line as well as improvements to their internal control processes by providing a procure-to-pay risk analysis and document management solutions for corporate transactional processes.

Contact Information: LeAnne Hoekstra, Business Development Marketing Coordinator; 944 52nd St. SE; Grand Rapids, MI 49508; (616) 257-6305, Cell (616) 723-4040;

bhavemeier@businessstrategy.com


 

Cokala Tax Group provides the tax technical advisory services and training services you need to avoid daily risks of noncompliance with federal and state tax withholding and reporting rules. Our subscribers in AP and tax departments call us their coach, their advisor, the outsourced tax specialist they had been wishing for. We provide expert, practical, prompt and convenient advisory service or compliance training on W-9 and W-8 tax documentation of your payee, tax withholding, 1099 and 1042-S tax reporting, and help with federal and state tax authorities -- all the issues relating to federal Forms 1099, 1098s, 945, 1042-S and 1042 for foreign payees, and sufficiency of the W-9 and W-8 documentation that identifies who your payee is and whether you must withhold tax from payments. Let us help you, too, with these services: Tax advisory subscription for direct, custom support that will help you avoid risk day in and day out; training classes; custom training at your office or by private webinar; custom tax compliance review or updated procedures.

Contact Information: Mary Kallewaard; PO Box 2224; Ann Arbor, MI 48106-2224; (734) 629-5155; mkallewaard@cokala.com


 

Concur is the world’s leading provider of on-demand employee spend management services. Concur helps organizations control costs by uniting online travel booking with automated expense reporting, and streamlining invoice processing. Concur’s suite of award-winning on-demand services allow companies to get up and running quickly so they can focus on what’s most important. By automating and optimizing business processes, Concur delivers actionable business intelligence and rapid ROI, helping companies increase efficiency, control employee spend and drive down operational costs. Concur’s business travel and invoice solutions are trusted by thousands of companies and reach millions of employees worldwide. Learn more at www.concur.com.

Contact Information: Heather DeLong, Event Marketing Manager; 18400 NE Union Hill Road; Redmond, WA 98052; (425) 702-8808; heather.delong@concur.com


 

Convey is an innovator in tax information reporting services, helping organizations reduce processing costs, increase efficiency and reduce risk associated with tax compliance. Convey’s software-as-a-service (SaaS) solutions help clients automate processing a few hundred to a few million tax forms and can manage the entire process for clients including TIN validation and B-notice processing. Convey’s solutions process tax data from any system and deliver compliance to IRS information forms, including Puerto Rican and Canadian forms.

Contact Information: 3650 Annapolis Lane, Suite 190;

Plymouth, MN 55447; (888) 303-1099; mbeckett@convey.com


 

CTP is the paper flow efficiency expert reducing and eliminating paper handling and pre-printed forms. CTP Solutions provides a complete accounts receivable processing outsource package, which includes paper and Internet billing, CD-ROM archiving remittance, and collection services. Outsourcing your internal billing process eliminates paper handling and forms expense, which frees up valuable time. This is guaranteed to speed up cash flow by mailing out full postal barcode statements and remittance stubs. CTP also provides a turnkey check processing solution, which includes: security check printing software (AS400, NT or UNIX); secure MICR laser printers (8 to 600ppm); high security check stock, tax forms and a complete line of forms and self-sealing equipment (InfoSeal or Pressure Seal).

Contact Information: Jim Romano, Exec. Vice President; 5236 Colodny Dr., Suite 200; Agoura Hills, CA 91301; (818) 597-12222; jromano@ctpsolutions.com


 

Deloitte LLP provides audit and advisory, tax, consulting, and financial advisory services through nearly 45,000 people in more than 90 U.S. cities. Our consultants bring unique insight and knowledge to the table and develop innovative strategies and solutions to achieve the desired results. We help execute the plan because we believe that is the only way to create real and lasting value. We are business consultants uniquely committed to the entire process. Our Comprehensive Shared Services and Outsourcing advisory practice, with over 3,000 experienced professionals across the globe, leverages multifunctional capabilities to help companies transform and/or optimize their approach to service delivery. Our holistic approach brings the full array of functional (tax, controls, real estate, systems, people, strategy, site selection, and operations) and industry experience required while integrating compliance requirements. From consolidating common back-office activities across individual business units to global expansion and exploring outsourcing and offshoring strategies, our practitioners are committed to helping you enhance your performance while keeping costs down and your customers satisfied. To learn more, please visit www.deloitte.com/us/ss.

Contact Information: Dawn Jones, Senior Manager; 1750 Tysons Blvd., Suite 800; McLean, VA 22102; (703) 251-1000;


 

DMA’s mission is quite simple. We provide solutions that equip corporate tax leaders in their pursuit of excellence. The employee-owners of DuCharme, McMillen & Associates, Inc. (DMA) take great pride in our legacy and tradition of excellence. For almost four decades, DMA has been assisting companies in minimizing the cost and administration of corporate taxation. We are proud that we have saved our clients over $2 billion since our inception. At DMA, our mission statement does not merely hang on the walls of our offices. We are dedicated to incorporating the philosophies that embody our mission statement into our approach to the marketplace and each client relationship.

Contact Information: Sean Evans, Senior Tax Manager; 12911 Hayes St.; Overland Park, KS 66213; (913) 269-7912;

sevans@dmain.com


 

Effective AP and AR governance, risk management, and compliance depend upon the continuous collection and proactive management of all required documents. ISSI reduces the risk and cost of document compliance when AP and AR depend upon current, correct and complete management of sales and use tax exemption certificates. From acquisition through audit defense, exemption certificates must be properly gathered, reviewed and managed. ISSI’s software and services solutions deliver the highest levels of compliance while optimizing the underlying business processes. ISSI helps you: regain control of internal and external audit processes; mitigate audit risk while lowering assessments and fines; reduce anticipatory cash reserves for assessments; free up key personnel for mission critical work. Eliminate document collection, management and handling errors; strengthen relationships with customers, vendors and auditors. With more options to choose from, ISSI can optimize any business process with easily customized and transparently integrated solutions for any document compliance workflow. Serving the manufacturing, telecomm, distribution, oil, utilities, retail, healthcare and financial services industries since 1994.

Contact Information: Mitch Slater, VP - Sales and Marketing;

95 Executive Parkway, Suite 500; Hudson, OH 44236;

(330) 342-7760 Ext 118; mslater@issimage.com;


 

Lavante performs profit recovery and vendor file management services for Fortune 1000 companies. Leveraging technology, we proactively engage the vendors in a company’s supply base in an ongoing process to gather accounting and vendor data. By comparing vendor AR and customer AP records, we uncover unreconciled credits and recover cash. All claims are vendor-verified and include supporting documents. Vendor information is analyzed to determine duplicate and related vendors, and used to cleanse master vendor files, a key to transactional excellence. Lavante’s SaaS-based system tracks, manages, and provides visibility to all data and vendor compliance with real-time, up-to-the-minute results. Customers use Lavante’s online portal to manage their recoveries, and vendors use it as a self-service on-boarding and information management tool. Since Lavante primarily targets vendors, we can work alongside traditional AP auditing. Lavante’s highly automated process requires very little client support time or resources. Meet Lavante at booth 801 to see a live, real-time demo of our application. Learn what we can do for your bottom line. To schedule a meeting, call Ryan Harmon, 650-740-1406. www.lavante.com

Contact Information: Tom Flynn, VP of Marketing; 3150 Almaden Expressway # 160; San Jose, CA 95118; 1.877.LAVANTE;

Info@lavante.com


 

Meridian provides domestic/international indirect tax compliance and consulting services, as well as travel and expense management services to over 15,000 clients worldwide. We utilize our global footprint, deep industry expertise and leading edge technologies for optimal results. Our long-lasting client relationships lay testament to why we are repeatedly chosen by the world’s most successful organizations, including over 50% of the Fortune 500 companies. VAT Services: International VAT compliance and consulting solutions have been part of our services for over 20 years. Our one-stop-shop approach enables our clients to have all their VAT requirements catered for through a single point-of-contact. No other provider can offer the global coverage and comprehensive service that we provide to our client base. Sales and Use Tax: We help our clients navigate through complex state and local tax compliance laws, and focus on protecting our clients from the negative impact of noncompliance, over-payments and state audits. Travel and Expense Management: Through different options under our T&E management services, we help organizations around the world to significantly lower their T&E processing costs.

Contact Information: 50 Main St., Suite 274; White Plains, NY 10606; (212) 554-6600; sales.us@meridianglobalservices.com


 

SunGard AvantGard optimizes receivables, treasury, and payments operations for a single view of cash and risk and then helps corporations connect across the EcoSystem, helping buyers, suppliers, banks and other trading partners reduce friction and increase the velocity of free cash flow. SunGard’s AvantGard Payments solution offers corporations the ability to streamline the processing of payments and include solutions for centralizing payments with a payment factory, check to ACH, check to card, in-house and outsourced check printing, and SWIFT and bank connectivity. SunGard’s AvantGard Receivables solution is a fully integrated, Web-based order-to-cash solution that drives automation, workflow and collaboration across the order-to-cash cycle, with collections, deduction management, credit risk analysis, remittance data capture and cash application as we well as detailed analysis and reporting capabilities for decision support. avantgardinfo@sungard.com or www.sungard.com/avantgard

Contact Information: Anna Culbreth, Director of Marketing, Americas; 600 Lanidex Plaza; Parsippany, NJ 07054; (800) 825-2518; avantgardinfo@sungard.com


 

Tax Technology Services, LLC is a professional sales tax compliance company with an industry leading line of solutions for exemption certificate management. Our flagship product, CertCapture, is in use by many Fortune 100 clients in many different industries. We offer unique solutions to today’s challenging tax environment and our applications and services include all of the tax knowledge, technical resources and administrative work needed to ensure a successful result every time. CertCapture is a Web-based solution that is easily utilized by multiple departments simultaneously, and can be of tremendous benefit to accounting, credit and tax personnel. Our systems interface with all major ERP and tax calculation engines as well as many e-Commerce platforms.

Contact Information: David Wilson, Director of Sales; 5540 Centerview Drive, 222; Raleigh, NC 27606; (919) 821-7065;

info@certcapture.com;