Bill Morlong Jr., E.A.

Home
Enrolled Agent
Resume
Payroll Services
QuickBooks
Rates
Contact Me
Tax Tips
IRS Loses
Going Phising

 

PROPOSED ACCOUNTING
AND PAYROLL SERVICES

OBJECTIVE

bulletTo handle all of your Payroll Processing
bulletPrepare all Payroll Checks and have them ready for your signature
bulletPrepare all payroll reports for payroll to include the check register, employee earnings, monthly and quarterly reports and workman's compensation reports
bulletPrepare all payroll and monthly tax depository coupons and payments
bulletPrepare all quarterly tax returns
bulletPrepare year-end and payroll tax returns and all employee's W-2's
bulletTo handle all of your accounting and tax requirements

CUSTOMER REQUIREMENTS

bulletSupply our office with the needed employees' W-4, I-9 and payroll earnings rates, deductions and proper company Federal Identification Number
bulletSupply our office with the needed payroll hours, rates, deductions and any changes to existing payroll records, including any new hires, terminations or pay rate changes
bulletSupply our office with all of your payroll tax deposit coupons

MEETING THE NEEDS

bulletOur office will compile your payroll from the data that you have supplied us to include all payroll reports, payroll checks (with your bank information) ready for your signature
bulletPayroll Checks will be ready the following day after we receive your payroll hours information
bulletAny corrections or errors will be corrected within four hours of such notification

COST ANALYSIS

bulletFees to handle your payroll will be a $100 set-up fee to input all of your company and employee information
bulletPayroll fee will be $40 per payroll (for 0-15 employees); employees of (16-30) will be charged at a fee of $50 per payroll; employees of (30-40) will be charged at a per payroll fee of $60 or a minimum fee of $125 per month or special fee determined at time of consultation
bulletAdditional charges for check supply will be $85 per year; Year End W-2's and envelopes will be charged out at $1.80 per employee
bulletMost of our competitors charge their customers a per transaction charge, a per check charge, a fee for all changes for rate changes, etc..., plus a base charge

 

graph.JPG (123667 bytes)

OUR STRENGTHS

bulletOur Office is open and operates twelve (12) months out of the year
bulletWe have been doing accounting and payroll services for over twenty-six years
bulletWe process payroll for over thirty businesses
bulletWe can handle and represent you in all IRS, Colorado and California Tax Matters, Payroll Audits and Government Collection Concerns
bulletWe upgrade our knowledge in all areas of payroll, labor laws and related employment laws and development
bulletWe can offer a full rounded service to include all of your accounting and tax requirements
bulletWe can offer full service in the area of Profit Sharing, 401K and other related plans management


KEY BENEFITS

bulletA factor 2.5 to 4.0 times the fee that this office is charging you will be saved from your staff handling your payroll needs
bulletBy allowing our office to handle your payroll needs for the small fee quoted above, it will allow your management and staff to work on projects more important to your operations
bulletBy our office handling your payroll, any and all penalties and interest will be absorbed by this office if any errors are made on payroll tax deposits and you follow our instructions on such deposits and deadlines for making such deposits
bulletThe time factor that it takes your staff to handle all of the payroll items will accumulate to over 16 hours per week
bulletBy our office handling your payroll and human resources needs, we can also handle and make sure you are current on all compliance issues with IRS and the State of Colorado and California

NEXT STEPS

bulletIf accepted, an Engagement Agreement will need to be signed
bulletA completed W-4 and I-9 will be needed for all employees
bulletA copy of your Colorado or California and Federal ID Numbers will be needed
bulletA voided check will be needed to obtain all of your banking information for our payroll checks
bulletThe set-up fee of $100 will be needed in advance, along with the check charge of $85