The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Tax Services

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.

icon product feature
End-to-End Tax Reporting
icon product feature
Cost Basis
icon product feature
Tax Security Master
icon product feature
Tax Data Management
icon product feature
icon product feature
Income Reclassification
How We Can Help

Powerful technology, proven processes

Years of tax transaction processing experience.
Customer statements produced annually.
Tax forms filed with the IRS each year.

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.