Streamline your year-end reporting process, lessen your administrative burden
Section 6039 reporting can be a complicated process. You have to provide transaction statements for employees who have acquired stock through a 423(b) qualified employee stock purchase plan (ESPP) or exercised an incentive stock option (ISO). You have to file Form 3921 for each ISO exercise. You have to file Form 3922 for each ESPP transaction. And you MUST do it. The Internal Revenue Service requires it, and failure to do so can have serious consequences.
That’s a lot of paperwork, a lot of data, a lot of potential for errors, and a whole lot of pressure on you to make sure it's all done right. Let us help.