CPA Partnerships

What I Do I partner with CPA firms to manage payroll tax cleanup, provide ongoing maintenance, and ensure IRS notice resolution behind the scenes—without interfering with routine payroll tax filings or deposits. How Engagement Works Start with a short-term contract to analyze fit Work in the background—CPA remains client-facing Clear communication and status updates No client solicitation—ever Scope Includes: Federal and state payroll tax account cleanup Ongoing maintenance of payroll tax accounts Portal setup and account registration Resolution of IRS & state payroll tax notices Filing missed or amended returns if needed Scope Excludes: Standard quarterly payroll filings or deposits and Payroll processing You stay in control; I handle the work behind the scenes. Why CPA Firms Use Me: Free up staff from time-consuming portal management and notice work Avoid mistakes and penalties with ongoing oversight No hiring overhead; get fractional payroll tax expertise You remain the client contact Pricing Options Tiered Monthly Retainer starting at $750 per month (monthly retainer based on Volume, firm size, client size, etc.) Ad hoc services: Notice Resolution starting at $150 per case Account Registration starting at $200 per jurisdiction Portal setup and access starting at $250 Contact for more information on Volume and long-term contract discounts!