For Financial Advisors

Our service is fully-accountable for all household employment obligations and provides unlimited expert support to your clients

No Work No Worry Promise

We know that as a trusted advisor, you want to simplify the financial lives of your clients by helping to align them with the right resources. Our service was built to make being a household employer easy for busy families. From paydays to tax time and all points in between, we take care of – and assume full accountability for – everything they need:

Tax Document Archives

View: Tax Document Archives

  • Manage payroll calculations and tracking each payday
  • Prepare & file state and federal employment tax returns
  • Prepare & distribute Form W-2
  • Prepare & file Form W-2 Copy A/Form W-3 each January
  • Prepare Schedule H to be filed with their Form 1040

As an authorized contact, you and their tax preparer can access all payroll and tax documents on our client service site at any time.

In addition, we support and guide your clients with unlimited tax and labor law expertise. We also manage notices from state tax agencies and monitor changes in tax rates and labor law.

Join the many financial professionals who refer their clients to us for their “nanny tax” obligations. That’s all we do – all we’ve ever done since 1992. During those two decades, we’ve served more than 30,000 clients in all 50 states and processed more than $3 billion in household payroll.

Call 888-273-3356 or email us at to learn more about our Financial Professionals Partnership Program.

Family-Friendly Employment Packet

Help your clients handle their household employer payroll, tax and HR obligations correctly with this convenient, turnkey, "getting started" packet, which includes:

  • Cover Note
  • Sample Employment Agreement
  • Form W-4
  • Form I-9

Handling employment-related issues properly at the time of hire saves money and helps prevent tax and legal problems. Our Employment Packet is designed to make it easier for you to proactively address this topic with your clients who plan to employ a nanny, senior caregiver, housekeeper, etc.

Send me the Employment Packet


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Receive periodic updates including:

  • Breaking news, such as upcoming changes in legislation that affect your clients with household employees
  • Case studies from our clients and other partners about interesting questions or challenging situations related to household employment compliance and tax
  • Events including: webinars, upcoming CE speaking at conferences and exclusive events hosted locally for our partners and clients

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