Tax Season Services

K-1 / 1099 Production and Delivery


Phoenix American leverages the data management capabilities of the STAR-XMS system to streamline tax season, producing and delivering timely investor tax documents at any scale.

Full-service tax document processing.

  • Co-ordination with Tax Preparers

  • Investor K-1 Production

  • Investor 1099 Production

  • Investor Web Portal Tax Form Access

  • Printing & Mailing

  • e-Filing

Reduce your roster of outside vendors, save on costs, enhance data security and ensure on-time delivery of investor tax forms with Phoenix American integrated tax document services.

Contact Matt Podolsky for more information.

Matt Podolsky
Vice President of Sales
(425) 922-8286