Payroll

LET'S GET STARTED

Follow the 5 steps below to get started with our payroll services

Step 1


SIGN AND DATE OUR ENGAGEMENT LETTER BELOW

(If you have already done this in the past, you do not need to do so again)

Step 2


FILL OUT THE PAYROLL QUESTIONNAIRE BELOW

Step 3


GATHER NEEDED PAYROLL DOCUMENTS

Please gather the following documents (if you have had past payroll):

Last payroll summary report
Last payroll quarterly forms filed

Then you will upload them to our portal in STEP 5. 

Step 4


HAVE EACH EMPLOYEE FILL OUT PACKET

Select the appropriate packet below according to the state by clicking the button and opening the packet. On the next page, click the arrow to download it to your computer.   

Have each employee fill out the packet.
Then you will upload them to our portal in STEP 5. 

Step 5


UPLOAD YOUR DOCUMENTS 

Please upload your documents that you completed in STEPS 3 and 4 onto our secure portal.

Click the button below to access our secure portal link. 

Then, upload ALL documents to the same location. 

*Do NOT email them to us.

After you finish STEPS 1-5, you are all set!
A member from our team will contact you shortly.

If you have any questions, email us at [email protected]


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