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Compliance Expertise

A WORD FROM THE PRESIDENT

Rick Roddis President, ComplyRight Tax Solutions
Rick Roddis
President, ComplyRight Tax Solutions

Our years of expertise in the tax solutions business has allowed us to transform from a forty-year old tax form printer into a leading Wage and Income Reporting technology company with numerous capabilities to service Fortune 1000 companies, Small Businesses, the Accountant Sector and Financial Software Companies.

We relish being an innovator and solution provider to businesses looking to change their processes, from paper to electronic, per say, but still maintaining the industry leader role in the traditional tax solution business.

Our committment as a business is providing tax solutions to all businesses and all formats.

A RICH HISTORY OF INNOVATION

Tax Form Printers (TFP), OCR and Apex Business Systems, the precursors to ComplyRight Distribution Services, begin producing IRS/SSA forms for businesses.

Tax form industry is revolutionized by the "Tax Form Mailer," a secure self-mailing form popularized by Apex and OCR.

OCR introduces the "Tax Form Programming Guide," enabling businesses to program their mainframes to print on forms without proprietary coding.

OCR begins working with accounting software companies to produce forms that work with their software packages.

Taylor Corporation purchases TFP

TFP purchases Apex and releases TFP 1.0, packaged software for completing and printing 1099s and W-2s. Taylor purchases tax form portion of OCR and merges it with TFP.

TFP begins nationwide distribution of reporting forms through office supply retailers.

TFP introduced LaserLink, packaged software with extensive tax processing capabilities.

TFP first offers Tax Form Packages through over 800 office supply retail superstores.

TFP offers Print & Mail Services, allowing customers to outsource labor-intensive tasks and alleviating them from staffing up for a once-a-year project.

TFP develops taxformwizard.com, a website to help customers determine which form they needed based on which third-party software they use.

TFP becomes ComplyRight Distribution Services (CDS), partnering with sister company Everglades Direct (now ComplyRight, Inc.) to launch ComplyRight as a national compliance product brand.

CDS introduces TaxRight by ComplyRight as an easy-to-use tax reporting package for small businesses, bundling software, forms, envelopes, and tip sheets together.

CDS launches the efile1 engine, providing a secure Web portal for online e-filing of 1099-MISC and W-2 forms, and supporting e-filing capabilities through TFP and LaserLink Software.

CDS becomes an official IRS e-file transmitter.

CDS becomes SOC-certified by the American Institute of Certified Public Accountants (AICPA).

CDS becomes HIPAA-compliant and introduces software, print and e-file services for Affordable Care Act (ACA) forms.

CDS produces forms and kits to support more than 100 million 1099 and W-2 filings.

OUR LEADERS

  • Rick Roddis
    Rick Roddis President, ComplyRight Tax Solutions

    Since 2008, Rick has been President of TFP Data Systems, the leading manufacturer of 1099, W-2 and ACA tax forms, envelopes and software. He has since transformed the company from a 40-year old tax form printer into a leading Wage and Income Reporting technology company with numerous capabilities to service Fortune 1000 companies, Small Businesses, the Accountant Sector and Financial Software Companies. He relishes the role as an innovator and a "disrupter" to older, inefficient processes while still maintaining the industry leader role in the traditional business.

  • Herman Lopez
    Herman Lopez General Manager

    Herman began his extensive career with ComplyRight Tax Solutions more than 25 years ago. He worked his way up the corporate tax ladder from Printing Press Operator to General Manager. Herman is dedicated to maintaining compliance and keeping operations running smoothly. He ensures our inventory is stocked, presses are running, orders are shipping and – most important – customers are happy.

  • Nancy Melton
    Nancy Melton Tax Solutions Operations Manager

    Nancy joined our team nearly 30 years ago, overseeing our customer service and data entry departments. In 2000, she took on a new role managing software, e-file and print-and-mail services. Her extensive tax and IRS knowledge – coupled with her passion for customer service – has been instrumental in the company's transition from traditional paper forms to state-of-the-art electronic solutions.

  • Diptika Khanal
    Diptika Khanal BOS/E-File Specialist

    Our IRS liaison, Diptika is responsible for timely data transmission to meet mandatory government deadlines. During filing season, Diptika is in continual communication with the IRS to stay abreast of developments and ensure submissions are received. Diptika has considerable experience in database development and is a Gold Certified ETO Administrator.

  • Debbie Fox
    Debbie FoxDirector of Market Development

    Debbie has more than 30 years’ experience in the software industry. Debbie’s responsibilities include researching key market initiatives to understand our customers’ evolving needs. She is instrumental in driving our product development while overseeing compliance of our electronic offerings. In addition, Debbie is pursuing her Master of Taxation at Florida Atlantic University.

  • George Hernandez
    George HernandezLegal Research Coordinator

    As lead researcher, George is responsible for the daily monitoring of all federal tax forms affecting U.S. businesses. With more than 10 years of experience, he is passionate about researching government requirements to ensure strict adherence with the IRS standards.

As a Matter of Fact