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Settlement Fund Administrator Support Settlement Fund Administrator Support

Settlement Fund/Bankruptcy Support

Wheeler & Associates is experienced in providing support services to settlement fund and bankruptcy administrators as follows:

  • Assist administrator in calculating net payments due to claimants as specified within settlement fund agreements/bankruptcy plans and resolving required payroll tax withholding from claimants and related payroll tax payments to various governmental taxing agencies;
  • Registration with all governmental taxing agencies and remittance of periodic reporting forms/reports with related payroll tax assessments and withholding;
  • Preparation and remittance of annual information reporting statements (IRS Forms W-2 and/or 1099) to claimants and respective governmental taxing agencies;
  • Where applicable, prepare and issue amended tax reporting forms/reports/statements as necessitated by voided payments to claimants; and
  • Respond to all correspondence/notices from governmental taxing agencies.

Over many years, Wheeler & Associates has assisted administrators in processing many cases, of which some single cases have had multiple payouts, covering multiple states (USA) and foreign counties, and with tens of thousands of claimants.

Special Offer for all new
business clients
four (4) informative hours of
QuickBooks training at no fee.
($600.00 Value)
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