PROFESSIONAL PAYROLL SERVICES

Please refer to the documents below this section. These are fillable forms for your convenience, so you can complete them onscreen and save to your device.

The Payroll Client Intake Form will provide me initial information about your payroll needs. You can complete and attach this in the Contact Me form below to send to me. Once received, I will contact you to schedule a consultation to learn more about your business, and discuss your payroll needs more specifically.

After consultation, I will send an invitation to MyTAXPortal, which will allow you to set up your SAFE and SECURE electronic client file. This portal will provide the ability for us to share payroll documents and files, as well as communicating questions and answers. Setup and use of MyTAXPortal is free of charge. The first document I will send will be a Payroll Client Engagement Letter. This will specify the terms and conditions of the agreement to provide the services you have requested.

IMPORTANT: DO NOT ATTACH ANY OF THE FOLLOWING DOCUMENTS IN THE CONTACT ME FORM BELOW. ONCE SET UP, PLEASE USE YOUR PORTAL TO SEND YOUR COMPLETED DOCUMENTS BELOW. THIS IS FOR YOUR PROTECTION.

The Employer Intake Form will provide all the information needed to set up your client file. The Employee Intake Form will provide all the information about your employees. Please complete a form for each of your employees. If you employ contractors, a Contractor Intake Form should be completed for each. Every employee who requests direct deposit of pay should complete a Direct Deposit Authorization form.