CPA Partnerships
Payroll Tax Cleanup, Maintenance & Notice Management for CPA Firms
What I Do
I partner with CPA firms to handle payroll tax cleanup, ongoing maintenance, and notice resolution behind the scenes—without touching routine payroll tax filings or deposits.
How Engagement Works
Start with 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!
