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 reviews covering 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
  • Development of internal processing guidelines for regulatory compliance
  • Tax technical support for new systems in development
  • Help with tax transcript balancing concerns, amendments of forms previously filed, and tax controversy or
    penalty matters
  • On-site custom training programs for all levels of your organization
  • Publications and electronic bulletins to support compliance with federal and state regulatory requirements
State tax reporting and withholding services for the Financial Industry and for corporate Accounts Payable   
Services from the
COKALA Group
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 early in 2007.     
Tax compliance training for nonresident alien payments - the payments you make to foreign individuals or
foreign companies that are subject to the tax withholding, documentation, and reporting rules for Form 1042-S,
W-8, and 1042 tax compliance, changes resulting from FATCA effective 2013, and immigration rules that affect
work authorization of people you plan to pay.  
This class was offered in Boston, Massachusetts and Santa Clara, California, in 2011.  It will be offered again in
201.  The 2012 dates and locations will be posted here in December, 2011. This training program can also be
presented privately for your organization; please call us at 734.629.5155 for information.
Tax Withholding and Tax Information Reporting in Gaming Establishments
This 2-day training program will be offered again in 2012.  The 2012 date and location will be posted here in
December, 2011.  This training program can also be presented privately for your organization; please call us at
734.629.5155 for information.
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 2011
1-day training program.
Santa Clara CA, September 12             Fort Lauderdale, November 7
Baltimore, September 27                        Dallas, November 14
Cleveland, October 4                               Charlotte NC, November 15
Detroit, October 5                                      Atlanta, November 16
Chicago, October 7                                   Boston, December 5
Las Vegas, October 18