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
Fully white-labeled — CPA remains client-facing
Fixed monthly scope or per-case pricing
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
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
White-labeled service — you remain the client contact
Pricing Options
Tiered Monthly Retainer (Recurring, Predictable)
Tier Scope Price / Month
Low Volume 1-5 cases/month $1,500–$2,000
Medium Volume 6-10 cases/month: $2,500–$3,500
High Volume: Custom
Optional per-case fees for complex notices or cleanups apply.
Discounts available for longer term contracts 6 month or 1 year.
