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 information services for
the Financial Industry and for corporate Accounts Payable   and now Table 9 covering 1099-A, 1099-C, 1099-K
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 in 2007.     
Comprehensive Customized Form 1099/W-9 and Form 1042-S/W-8/FATCA Training
Cokala offers custom training programs on-site at your location, or through the Internet by custom webinar.
For information on custom tax compliance training, please call Cokala at 734.629.5155 or email
office@cokala.com.
Tax Withholding and Tax Information Reporting in Gaming Establishments
NEW: This training program can be presented privately for your organization either on-site at your location or by
webinar; please call us at 734.629.5155 for details.
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 2014
1-day training program, updated for 2014.  
September 23 in Dallas, at the DFW Marriott North hotel
September 25 in Denver, at the Courtyard Denver Airport hotel
September 30 in Chicago, at the Courtyard O'Hare hotel
October 2 in Minneapolis, at the Courtyard Bloomington hotel
October 7 in Detroit, at the Courtyard Livonia hotel
October 9 in Detroit, at the Courtyard Livonia hotel
October 21 in San Jose, at the Courtyard San Jose Airport hotel
October 23 in Los Angeles at the Courtyard LAX hotel
November 18 in Boston, at the Courtyard Cambridge hotel
December 3 in Charlotte, at the Courtyard University Research Park hotel
This class can be combined with the 1-day Form 1042-S/FATCA class for an additional 10% discount.

Form 1042-S / W-8 / FATCA Basic Tax Compliance Training for 2014
1-day training program, extensively updated for 2014.
September 24 in Dallas, at the DFW Marriott North hotel
September 26 in Denver, at the courtyard Denver Airport hotel
October 1 in Chicago, at the Courtyard O'Hare hotel  
October 3 in Minneapolis, at the Courtyard Bloomington hotel
October 8 in Detroit, at the Courtyard Livonia hotel
October 22 in San Jose, at the Courtyard San Jose Airport hotel
October 24 in Los Angeles at the Courtyard LAX hotel
November 19 in Boston, at the Courtyard Cambridge hotel
December 4 in Charlotte, at the Courtyard University Research Park hotel
This class can be combined with the 1-day Form 1099 class for an additional 10% discount.