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Jessica Zeltser - About Us

Author: Jessica Zeltser (Metts)

Director of Client Services & CCO

Jessica Zeltser (Metts) is Director of Client Services & CCO at Comply Exchange, specializing in U.S. federal withholding tax, information reporting and tax compliance processes. With over 10 years of experience, Jessica has worked extensively with U.S. Internal Revenue Code Chapters 3 and 4, helping organizations navigate complex withholding and reporting requirements. Before joining Comply Exchange, Jessica worked within PwC's Global Information Reporting and R&D Tax Credit practices, supporting clients with their federal information reporting and withholding obligations. Jessica holds a Bachelor of Science in Accounting from the University of South Carolina and a Master of Science in Accounting from the College of Charleston. Through her articles at Comply Exchange, Jessica shares practical insights on IRS documentation, withholding compliance, tax form validation and regulatory developments.

Areas of Expertise

U.S. Federal Withholding Tax

IRS Forms W-8 and W-9

FATCA / Chapter 4

Information Reporting

Chapters 3 and 4 Compliance

Tax Documentation & Validation

IRS Forms 1042-S and 1099

TIN Matching & Backup Withholding

Webinars & Expert Insights

Navigating W-8 W-9 and 1099-DA Compliance What You Need to Know

Navigating W-8, W-9, and 1099-DA Compliance: What You Need to Know

Explore the evolving tax reporting requirements for digital assets, including Form 1099-DA. Industry experts discuss W-8 and W-9 best practices, compliance challenges, audit risks and practical strategies for managing tax documentation. 

Explore Digital Asset Compliance → 
Building a 1099 Operating Model for Success (1)

Building a 1099 Operating Model for Success

Join Jessica Metts and industry experts from Ledgible and Sovos as they share practical strategies for building a successful 1099 operating model, defining responsibilities, improving cross-team collaboration and streamlining tax reporting compliance across industries. 

Watch the 1099 Webinar → 
Best Practices for W-8 and W-9 Management

Best Practices for W-8 and W-9 Management

Explore best practices for managing W-8 and W-9 forms, ensuring IRS compliance, accurately documenting tax status and streamlining information reporting and withholding processes to reduce errors.

Watch the W-8 & W-9 Webinar → 

Author Articles

Affidavits of Unchanged Status

Affidavits of Unchanged Status for Forms W-8: What You Need to Know

Learn what an affidavit of unchanged status is, when you need one, and how it saves you from refiling Form W-8 with the IRS.
IRS TIN Matching How to Avoid IRS Penalties and Ensure Compliance - Form W-9

Act Instead of React: The IRS TIN Matching Program 

Discover how IRS TIN matching can help catch W-9 errors early, reduce B Notices, and improve 1099 reporting accuracy before issues arise.
What Happens If Your Form W-8 Expires Risks, Penalties, and How to Remain Compliant

What Happens When a W-8 Expires? Risks, Renewal & Compliance

Learn what happens when a W-8 expires, including renewal rules, withholding risks, and changes in circumstances.
Why Tax Compliance Isn’t as simple as collecting a Form (Featured Image)

Compliant Today, Gone Tomorrow – Why Tax Compliance Isn’t as Simple as Collecting a Form

Think collecting a W-8 or W-9 means you're covered? Think again. Discover why true tax compliance goes far beyond the form.
FIRE to IRIS Migration What Withholding Agents Need to Do Before the 2027 Deadline

FIRE to IRIS Migration: What Withholding Agents Need to Do Before the 2027 Deadline

With FIRE retiring on December 31, 2026, many withholding agents and organizations are gearing up for its replacement the new IRS IRIS System.
Backup Withholding Explained What It Is and How to Avoid It

Backup Withholding Explained: What It Is and How to Manage It Effectively

Get insights on backup withholding, the importance of IRS Form W-9, and how to streamline your reporting process.
IRS Releases Updated Draft Instructions for Form W-9 (Rev. January 2026)

IRS Releases Updated Draft Instructions for Form W-9 (Rev. January 2026)

The IRS has released updated draft instructions for Form W-9, alongside the previously issued draft Form W-9.
2026 Tax Filing Deadlines: 1099, 1042, 1042-S & Key IRS Forms

2026 Tax Filing Deadlines: 1099, 1042, 1042-S & Key IRS Forms 

Navigating tax season can be stressful, but knowing the key tax deadlines for 2026 can save you time, penalties, and headaches.
Haunted by IRS Tax Form Errors - Thumbnail

Haunted by IRS Tax Form Errors?

Prepare for year-end reporting by understanding IRS tax forms. Discover tips to prevent errors and avoid scary penalties.
Onboarding Without The Headaches

Onboarding Without The Headaches: Turning Tax Compliance Into Clarity

Navigate the complexities of onboarding with ease. Discover essential tips to streamline your onboarding process for compliance.
IRS Updates Form W-9 Revision Date June 2026

IRS Releases Draft Form W-9 (Rev. January 2026): What’s Changed Since the 2024 Revision? 

The IRS has published a new draft Form W-9 (Rev. January 2026), less than two years after the significant March 2024 revision.
Understanding Sunset Periods In Tax Compliance

Understanding Sunset Periods In Tax Compliance

Discover why the sunset period is critical in tax compliance, missed deadlines can lead to audits, risks, and corrective filings.