Who We Serve
We specialize in helping payroll service bureaus, PEOs, ASOs, and growing in-house payroll teams manage complex multi-state payroll tax operations.
Payroll Service Bureaus
Small to mid-size bureaus typically managing 50-5,000+ clients.
Common Challenges:
- • Tax complexity blocking growth
- • Can't justify full-time tax director
- • MasterTax backlog growing
- • Multi-state compliance overwhelming
- • Tax notices consuming too much time
How We Help:
We become your outsourced tax department—handling everything from registrations to notices while you focus on serving your clients.
Typical Engagement
1
Assessment
Review current state and identify gaps
2
Transition
Phased handoff with zero disruption
3
Ongoing Management
We own all tax operations
What You Get
- ✓ Multi-state compliance expertise
- ✓ Client onboarding acceleration
- ✓ Audit readiness
- ✓ Scalable tax operations
- ✓ Strategic tax guidance
PEOs & ASOs
Organizations managing complex multi-state workforces at scale.
Common Challenges:
- • High compliance burden across states
- • Audit preparation and response
- • Client onboarding delays
- • Need specialized expertise
How We Help:
We handle the complexity of multi-state tax compliance so you can focus on client service and growth.
In-House Payroll Teams
Growing businesses running payroll internally.
Common Challenges:
- • Can't justify full-time tax director
- • Expanding to new states
- • Need process design and controls
- • Tax expertise gaps in team
How We Help:
Fractional tax director services provide strategic leadership and expert guidance without the full-time commitment.
Current Situation vs With Payroll Tax Pro
Current: Reactive fire drills
→ Predictable, calm operations
Current: Tax notices piling up
→ Proactive resolution
Current: Limited expertise
→ 30+ years experience on demand
Current: Growth bottleneck
→ Scalable tax operations
