Stock Plan Solutions - Green Zapato

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Stock Plan Solutions - Green Zapato Founded by Rick Zatz and Mary Pat Wood in 2001, SPS/GZ addresses all core disciplines related to equ

Stock Plan Solutions/Green Zapato (SPS/GZ) is a full-service stock plan administration firm based in Chicago. The key distinction between SPS/GZ and other outsourcing firms is our comprehensive and personal approach to stock plan administration. Founded by Rick Zatz and Mary Pat Wood in 2001, SPS/GZ addresses all core disciplines related to equity compensation plans, including accounting, financial reporting and SEC & IRS compliance. Each company is assigned a Certified Equity Professional (CEP) AND a Certified Public Accountant (CPA) to provide the best expertise to clients with our "one-source solution." Stock Plan Solutions/Green Zapato (SPS/GZ) provides outsourcing and consulting services to public and private companies. Whether your company offers Stock Options, Restricted Stock, or Employee Stock Purchase Plan (ESPP) programs, the certified professionals at SPS/GZ offer best-in-class administration solutions. Read More About Our Company

OUTSOURCING
Complete, reliable outsourcing services for equity compensation programs
(Stock Options, Restricted Stock Awards/Units, Stock Appreciation Rights & Employee Stock Purchase Plans)
Database conversions and implementations
ASC Topic 718 - formerly known as FAS 123(R - valuations and financial reporting
SEC, IRS and FASB compliance

CONSULTING
IRC Section 6039 mailings and filings
Database implementations and projects
ASC 718 and stock plan accounting consulting
Customized education presentations to plan participants

The Internal Revenue Service (IRS) has announced Tax Professional Awareness Week, taking place the week of October 19, 2...
10/19/2026

The Internal Revenue Service (IRS) has announced Tax Professional Awareness Week, taking place the week of October 19, 2026....

Read more at SPSGZ.com on all our Stock Plan Administration news.

💡 Did you know? Starting with tax year 2026, Forms 3921 and 3922 are moving from the IRS FIRE system to the new Informat...
09/08/2026

💡 Did you know?

Starting with tax year 2026, Forms 3921 and 3922 are moving from the IRS FIRE system to the new Information Returns Intake System (IRIS).

Here's an important thing to keep in mind: a new filing platform won't fix bad employee data.
A transposed digit, a name change, a nickname, even a formatting difference- any of these can cause an employee's name and TIN to fail validation. That can mean rejected records, corrections, IRS notices, and confused employees calling HR asking what happened.
And this happens more often than you'd think. Employee data in stock administration systems doesn't always match payroll records, input errors, outdated info, or system syncing issues can quietly create mismatches long before anyone notices.
That's why name/TIN matching should happen before you file your IRC 6039 forms, not after. Catching discrepancies early gives you time to research and fix them before deadlines hit.
The move to IRIS just raises the stakes on having clean, filing-ready data.
Here's how SPSGZ can help you get ahead of it:
Pre-filing name/TIN matching
Employee and transaction data validation
Name parsing to split full names into first, middle, last, and suffix fields
Address verification and parsing, including unit/apartment numbers
Forms 3921 and 3922 preparation and distribution
IRIS-compliant electronic filing
Unlimited IRS corrections and penalty-notice support
A user-friendly portal that makes corrections and amendments simple
Don't wait for a rejected record or an IRS notice to find out something's off.

SPS/GZ is a full-service tax reporting firm that provides personalized service and exceptional support, utilizing state-of-the-art technology, to business clients of all sizes.

#3922

SPS/GZ is a full-service tax reporting firm that provides personalized service and exceptional support, utilizing state-...
09/03/2026

SPS/GZ is a full-service tax reporting firm that provides personalized service and exceptional support, utilizing state-of-the-art technology, to business clients of all sizes.

#3922

SPS/GZ offers a range of User-friendly and Secure 1099 Electronic Delivery Solutions. Distributing your 1099 forms onlin...
08/20/2026

SPS/GZ offers a range of User-friendly and Secure 1099 Electronic Delivery Solutions. Distributing your 1099 forms online instead of printing and mailing them offers a simple, eco-friendly solution. Electronic distribution is more cost-effective and saves time while also contributing to a reduction in paper consumption by not mailing paper forms.

We ensure the security of your data with encrypted, secure hosting. These electronic distribution solutions offer a simple and secure method for delivery, tailored for both clients and recipients, helping to alleviate tax season headaches. 1099 E-Delivery made simple.

SPS/GZ is a full-service tax reporting firm that provides personalized service and exceptional support, utilizing state-of-the-art technology, to business clients of all sizes.

#3922

A huge congratulations to our SPSGZ summer interns on wrapping up a fantastic internship program! This talented group ta...
08/18/2026

A huge congratulations to our SPSGZ summer interns on wrapping up a fantastic internship program! This talented group tackled real projects across financial reporting, marketing, tax research and analysis, computer science, and sales, all while learning how to thoughtfully and responsibly incorporate AI into their work. We're proud of the curiosity, hard work, and growth we saw this summer, and we can't wait to see where these bright future professionals go next. Thank you for a great summer and best of luck this school year!

Are you struggling with the 1042-S instructions? Let SPS/GZ help your organization process its 1042-S forms. IRS Form 10...
08/04/2026

Are you struggling with the 1042-S instructions? Let SPS/GZ help your organization process its 1042-S forms. IRS Form 1042-S is one of the more complicated tax forms that need to be mailed and filed by withholding agents who made payments from U.S. sourced income to a non-U.S. citizen. A withholding agent may be an individual, corporation, partnership, trust, association, or any other entity, including any foreign intermediary, foreign partnership, or U.S. branch of certain foreign banks and insurance companies. Managing Form 1042-S reporting internally can quickly become complex, especially when dealing with foreign payees, withholding requirements, and strict IRS filing standards. SPS/GZ provides comprehensive 1042-S reporting services and outsourcing solutions designed to reduce risk, improve accuracy, and streamline the entire process.

SPS/GZ is a full-service tax reporting firm that provides personalized service and exceptional support, utilizing state-of-the-art technology, to business clients of all sizes.

#3922

07/31/2026

We continue highlighting the “Protect Your Clients, Protect Yourself,” a five-week campaign presented by the Security Summit and the Internal Revenue Service (IRS)...

Read more at SPSGZ.com on all our Stock Plan Administration news.

Doris is a highly experienced Sales and Client Relationship Manager with over 20 years of experience in both Corporate S...
07/23/2026

Doris is a highly experienced Sales and Client Relationship Manager with over 20 years of experience in both Corporate Sales and Client Service & Support. Before joining SPS/GZ, she worked at a growing corporate recruiting firm and a computer supply company. Doris has managed a large team of Inside Salespersons, placed many corporate executives into new positions, and helped roll out successful new service offerings, serving in both a sales and client support role. Doris’ primary role at SPS/GZ is new client development, including onboarding and client care, primarily in the tax form area. We are so grateful for all her contributions to the company!

Week two of the campaign focuses on phishing scams and what they might look like...
07/22/2026

Week two of the campaign focuses on phishing scams and what they might look like...

Read more at SPSGZ.com on all our Stock Plan Administration news.

Address

440 N. Wells Street, Suite 550
Chicago, IL
60654

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(312) 836-9931

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