Professional Employer Organization (PEO)

Professional Employer Organization (PEO)

Providing business and financial solutions to PEOs.  Our firm has assisted members of the industry with liquidity, regulatory, and strategic planning to maximize shareholder value, while providing best practices to their clients.

  • Member of National Association of Professional Employer Organizations (NAPEO)
  • Over 50,000 hours of client service and experience
  • Over 100 corporate audit reports and over 50 employee benefit plan audit reports
  • Handle IRS tax notices and state tax notices for all 50 states
  • Prepare tax returns with state filings included in all 50 US states
  • Purchase and sale acquisitions including due diligence and significant subsidiary transactions
  • Delisting from a public exchange to become a private company
  • Equity transactions including stock option plans for executives, new partner buy in and partner sale/removal transactions
  • Consultation and filings for ACA reporting and Forms 1094/1095
  • Significant knowledge with SUTA, workers compensation plans, insurance carriers and other payroll related issues specific
  • Internal control recommendation reports and industry comparative analysis
  • Consulting engagements for strategic, ownership, valuation, or business items