Get 6039 right.Stay compliant, without friction.

6039 is the annual IRS return for US companies reporting ISO and ESPP activity. Strict requirements, fixed deadlines, scattered source data. Our 6039 Reporting service handles every step end to end, data collection, form preparation, IRS filing, participant distribution, so it's never the thing that makes January panicked.

6039 gets underestimated, until it's critical

Data is scattered across option exercise records, equity plan systems, and payroll. Requirements are strict. Timelines are fixed. Every year, companies start 'on time' in October and end up fixing errors at 11pm in January. The risk isn't the complexity of the form, it's what happens when the form misses its window.

In detail

What you get

  • 01

    Required data collected and validated across your equity and exercise systems

  • 02

    Forms 3921 and 3922 prepared to IRS specifications

  • 03

    IRS-compliant electronic filing handled on your behalf

  • 04

    Participant distribution managed

    statements delivered, confirmations tracked

  • 05

    Audit-ready documentation in case the IRS asks

Ready when you are

OWN YOUR FILINGS.

Talk to an expert. Book a 6039 prep session.