New Payroll Client

Complete this form to set up payroll and monthly services with Precision Tax Advisors Inc.

First Month: $400

Monthly: $200

Prepaid service.
Payroll service is billed at the beginning of each month and work is performed against the prepaid balance.

A. Employer Information

Business Info

Legal Business Name *

DBA / Trade Name

Entity Type *

EIN / Tax ID *

State of Registration

Business Start Date

Business Address

Street Address

Apt / Suite

City

State

ZIP

Primary Contact

Full Name *

Title

Phone *

Email *

Preferred Language

Additional Notes

Business Bank Account

Bank Name *

Name on Account *

Routing Number *

Account Number *

Employer Documents

Upload employer documents

Owner ID
Articles of Organization or Incorporation
IRS EIN letter
Voided check or bank letter, if available
Zelle payment confirmation
Scanned signature, if applicable

B. Employees

How many employees do you currently have? *

C. Service Details

Payroll Frequency

Payroll Setup Type *

Florida Payroll Registration

Florida Reemployment Tax Registration *

D. Payment

Initial payment: $400
Zelle: 786-295-2195 · Memo: New payroll client – Company Name

E. Terms & Authorization

Fees and Payments

Setup fee: $200.
First month: $400 (setup + first month).
Standard monthly service: $200, prepaid.
Service may be paused when there is no prepaid balance.

Client Responsibilities

Provide complete, accurate and current company and employee information.
Provide payroll information with reasonable time before each payroll run.
Review reports and notify us promptly of errors.

Authorization

Authorize Precision Tax Advisors Inc. to configure the company in the payroll system.
Authorize use of the indicated business account for fees and, if agreed, payroll and related taxes.
Authorize communication by phone, email or text regarding this service.

I confirm that I have read and accept the terms above. *

Owner's Signature

Signer Name *

Date