Ask the Expert

Have a question? We’ve got an expert answer.

IOFM’s “Ask the Expert” Member feature allows you to tap into our bench of Expert Panelists to get one-on-one feedback on your compliance and best practice questions.

IOFM Expert Panelists answer your best practice questions.

IOFM’s panel of Experts consists of more than 200 industry leaders. Combined, they have more than 3,500 years of financial operations knowledge, representing teams of all sizes and levels of automation.

Because they’ve seen and done it all, they can address questions on numerous topics. The most popular best practice topics include:

  • Automation (Data Capture, Workflow and Payments) 
  • AP Process Improvement & Benchmarking
  • Fraud Identification & Mitigation
  • Invoice Matching & Processing
  • Procurement & P2P
  • Team Management & Career Development

Experts field your IRS reporting questions.

Your compliance questions are answered by tax experts. Thousands of your peers rely on this service every month; the most common topics include:

  • 1099/1042-S
  • Sales & Use Tax
  • W-9/W-8
  • Unclaimed property
  • OFAC
  • Compliance policies and procedures
Note: Because of the rapidly-changing nature of regulations, archived compliance answers are removed from this site after 12 months.

More than 1,000 of your peers’ questions have already been answered.

If you can’t find the answer to your specific question, simply click the link below and we’ll e-mail you an answer – usually within five business days.

Submit Your Question



Naturally, this forum doesn’t allow the kind of full information exchange necessary for IOFM to provide legal advice and the Expert is not a tax attorney in any event. Please understand that the nature of our responses are limited by these constraints as well as the site’s Terms of Use. If you have further questions or suggestions about how we can improve IOFM, please let us know.
Ask The Expert is a member resource of IOFM and all advice provided is subject to site’s terms of use.

Subscribe to our Monthly Insider

You may unsubscribe from our mailing list at any time. Diversified Communications | 121 Free Street, Portland, ME 04101 | +1 207-842-5500