07/08/2026
Most small business owners are overpaying payroll taxes right now — and their CPA has no way to catch it.
Not because their CPA missed something. Because payroll tax credits and cost-recovery programs usually sit outside the scope of standard tax prep.
CPAs are set up to file accurately and on time — not to mine every possible savings program that shifts every year.
Here's what that gap looks like in practice: A business with 20-30 employees can often recover thousands annually through payroll tax credit programs most owners have never heard of — things tied to hiring, retention, or specific wage categories.
It's not aggressive tax strategy. It's money already owed back to them that nobody's claiming because it's nobody's job to look.
We do this at no net cost — the savings identified cover the work, so there's no upfront spend for the business owner.
We are already doing this for:
-An animal hospital in Apex
-A municipality in Eastern NC
-A large Trade Association in NC
-A Chamber of Commerce in Michigan
If you're a business owner, or you advise one, happy to walk through what to look for. Always better with more eyes on it.
