Escrow, Treasury, and Tax

Our in-house accounting and tax professionals ensure secure, controlled disbursement and fund management.

We consult with banks, servicers, and regulators on appropriate financial architecture and related options. Solutions commonly include:


  • Payment account(s) titled to financial institution’s EIN
  • $1.468 billion Qualified Settlement Fund
  • Grantor trust


Once your program is underway, we offer a full suite of tax services, including TIN validation, tax reporting using W-9, W-8BEN, 1099-MISC, 1099-INT, 1098, and 1042S forms, federal and state backup withholding, and IRS B-notice processing. Our tax professionals can prepare and file any compensation fund-related tax returns. All payment processing includes Office of Foreign Asset Control (OFAC) and other standard “know-your-customer” compliance.

Our rigorous payment controls meet the banking industry’s own security and audit standards, meet or exceed SSAE16 controls and mandates, and meet or exceed all applicable federal standards.

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Lauran Schultz

Lauran Schultz

Vice PresidentBeavertonSend a messageview all experts right


10300 SW Allen Blvd.
+1 503 350 5800 right



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