| ProFiler Consulting, LLC

Payroll Enrollment

This form will take 3-4 minutes.
This form is only for our current tax-prep clients, which means we already have most of your information on file. We’ll pull the remaining details directly from your tax records to save you time and keep everything accurate.

Your current quote is based on what we know so far, and we’ll confirm your final price before anything is billed. If your answers change the scope, we’ll update the quote and you’ll have 7 days to cancel with no fees.

Business Name*

Email*

Payroll contact*

First Last

Payroll frequency*

Sole owner s-corps should stay on monthly frequency.

Monthly

Semi-monthly

Bi-weekly

Profiler can decide. If selected, we’ll choose the best frequency based on your entity type and compliance needs, and confirm with you before the first run.

Salary method*

Profiler knows the optimal amount, but you're free to change that. Your W-2 salary drives S-Corp compliance and retirement limits.

I will choose my salary

Profiler choose & optimize

Desired yearly salary amount*

This field is hidden when viewing the form

Does your S-Corp pay or reimburse health insurance, dental etc.?*

Yes

Does your S-Corp process retirement contributions through payroll?*

Yes

Are you the only W-2 employee?*

Yes

Do you have self-employed health insurance?*

Yes

Confirm the name of the sole individual on payroll for this company*

First Last

Will your S-Corp be paying for or reimbursing any health-insurance premiums in 2026 (including Marketplace plans) that you want reflected correctly through payroll and your W-2?*

Yes

Not Sure

For sole owners with no employees

All tax payments are automatically taken from the bank account you choose below.

We withhold about 15% of your salary to cover your Social Security and Medicare taxes. This is required for payroll and helps reduce what you owe at tax time.

No federal or state income taxes are withheld unless you request them.

How many employees in total (including owners)?*

Thanks for letting us know you have additional employees. We’ll follow up with you separately to securely collect the remaining employee details we need. Please continue filling out this form so we can keep your payroll setup moving.

List the State(s) you work in.*

Routing Number*

Account Number*

Confirm Account Number*

Bank Name*

Account Type*

Authorized Signer*

Payroll start date*

If you select a payroll start date after October 1, we typically recommend a full-year catch-up to keep your S-Corp fully compliant. If you’d prefer not to do a catch-up, choosing January 1 of next year is usually the cleaner option and helps avoid any unnecessary IRS attention.

Any business changes in the last 12 months?*

address, email, phone, etc.

Scope of Payroll Services
By enrolling in payroll services, the client agrees to the following terms. Profiler Consulting provides payroll-only services, including payroll processing, federal and state payroll tax filings, new-hire reporting, unemployment/withholding filings, quarterly/annual reconciliations, and year-end W-2/W-3 forms. Payroll fees do not include tax preparation, bookkeeping, sales tax filings, or tax-planning services, which are handled separately through the client’s tax engagement. Profiler Consulting will process payroll and file applicable taxes on the client’s behalf using the authorized payroll platform unless otherwise agreed in writing. The client agrees to provide complete and accurate payroll information, maintain sufficient funds for payroll and tax withdrawals, approve payroll on time when required, and communicate all payroll-related changes directly to the Payroll Department. Profiler Consulting is not responsible for penalties, interest, or errors resulting from inaccurate, incomplete, or late information or approvals from the client, or from delays caused by third-party payroll systems, government agencies, or banking institutions. The client agrees to indemnify and hold Profiler Consulting harmless from any costs, penalties, or claims arising from client-provided data or actions.

Term, Billing, and Liability
The minimum service term is six (6) months. After that term, services renew month-to-month, and cancellation requires sixty (60) days’ written notice. Early cancellation during the initial term requires payment of the remaining months. Fees are billed on the first of each month and may increase if additional employees, states, reimbursements, benefits, garnishments, or other added complexity are introduced. Liability is limited to the total payroll fees paid in the previous three (3) months. All payroll information and client data will be maintained in strict confidence. By submitting this form, the client acknowledges and accepts all terms of this Payroll Services Agreement.

I acknowledge and authorize Profiler Consulting to provide payroll services under the terms stated above.*

Yes