Get Started with Us

We make switching over and getting started with us simple and painless. Basically what you do is fill out these forms and we will call you so we can then take care of the rest.

And if that is not enough, we offer this: If after three months you are not completely satisfied with your decision to use us for your payroll services, we will pay your setup fees elsewhere to switch you back.

To Get Started, Fill Out and Submit The Forms Below:

Client Information

This form provides all the technical information we need to set up your business’s account to allow us to process your payroll. [download here]

Direct Debit

This form provides the necessary bank account information for Direct Debt. [download here]

Signature Form

This form allows us to file forms 941 and 940 to the IRS on your behalf. [download here]


This form allows us to file your payroll tax returns electronically as well as speak with the IRS about PAYROLL MATTERS ONLY on your behalf if the need should ever arise.  [download here]

Employee Forms:

New Hire Worksheet

This document provides the information needed for each employee to process their payroll and take out the proper withholdings for the IRS. [download here]

Direct Deposit

If you would like your employees to receive direct deposits, this is the form they must fill out to give us authorization. [download here]

I-9 Form

The purpose of this form is to document that each new employee (both citizen and non-citizen) hired after November 6, 1986 is authorized to work in the United States. [download here]

W9 Form

The purpose of this form is to request a taxpayer identification number and certification. [download here]