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+1 800 353 0103	Amérique du Nord
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Tax and Cost-Basis Business Process Outsourcing

Comply with confidence

Leverage powerful technology, proven processes and decades of tax experience. Ensure compliance, mitigate risk, eliminate redundancies, and ease the tax reporting burden with solutions that enable you to focus on your core business objectives and provide best-in-class service.

A complete cost basis and form reporting solution to keep firms IRS compliant

Banks, broker dealers and custodians can simplify tax form reporting processes with Broadridge’s IRS complaint solution. Furthermore, firms can take advantage of Silver’s integrated cost basis product for a true end-to-end tax platform supported by Broadridge.

End-to-End Tax Reporting

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Cost Basis

Tax Security Master

Tax Data Management

REMIC/WHFIT/
UIT/MLP

Income Reclassification

Tax Services: Year-Round Tax Compliance Support

Broadridge offers a single-platform that includes cost basis and form reporting. This integrated offering enables firms to streamline operations, expedite reporting and reduce their total cost of ownership.

How We Can Help

Powerful technology, proven processes

30+

Years of tax transaction processing experience.

Customer statements produced annually.

300M

Tax forms filed with the IRS each year.

Resource

Recent Insights from the Wealth Industry

Information and analysis to help strengthen client relationships and grow your business.

Wealth Management

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22c-2 Compliance

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