PEO TAX AUDIT REPORT
Your client asked about a PEO. Now you can show them exactly what it means for their taxes.
Enter your client's net income, entity type, state, and current health insurance costs. Three minutes. A sourced, line-item tax comparison across LLC, S-Corp, and C-Corp. Every rate cited. Your firm name on the report.
Run Your First ReportQuestions first? Email us directly. No sales call required.
What this report covers
This report calculates one specific question with precision. It does not replace your judgment or your proposal process.
What it covers
Federal income tax. State income tax for all 50 states. Payroll and self-employment tax. Health insurance premium treatment under Section 125. Entity comparison across LLC, S-Corp, and C-Corp.
What it does not cover
Workers compensation rates. SUTA experience rating. PEO administrative fees. Co-employment liability. Retirement plan implications. Mid-year exit costs. Those require a formal proposal and your review.
What the CPA gets
A sourced document with every rate cited and every assumption visible. Your firm name in the header. A clear scope statement. Printable from any browser.
How it works
1. Client basics
State, entity type, net income, filing status. Numbers your client already knows.
2. Health insurance
Current premium, plan type, HSA if applicable. Then the proposed PEO plan from any broker quote.
3. Engine runs math
Real IRS brackets. All 50 state tables. S-Corp reasonable comp. C-Corp double taxation. Done in seconds.
4. Review and share
Your firm name in the header. Print from the browser or walk the client through it on screen.
One flat fee. Unlimited reports.
$79 per month for your firm. Run the report for every qualifying client in your book. No per-report fees. No seat limits. Annual plan at $790 — two months free.
Start Your Firm LicenseQuestions first? Email us directly. No sales call required.
What the report looks like
A complete sample for a fictional S-Corp owner in Georgia. Every number is real. Every rate is sourced. This is exactly what your client receives.
PEO TAX AUDIT REPORT — SAMPLE
Maria Chen / Chen Consulting LLC
S-Corp • Georgia • TY2026 • Prepared by Your Firm Name • May 2026
Scope: This report covers federal income tax, state income tax, payroll tax, and Section 125 premium treatment. It does not cover workers compensation, SUTA, PEO fees, co-employment liability, or retirement plans. Those require a formal proposal and CPA review.
| Line Item | Without PEO | With PEO | Delta |
|---|---|---|---|
| Net business income | $210,000 | $210,000 | — |
| Annual health premium | $22,080 post-tax | $18,240 pre-tax | -$3,840 |
| Adjusted taxable income | $210,000 | $191,760 | -$18,240 |
| Federal income tax | $38,744 | $34,607 | -$4,137 |
| Georgia state income tax | $11,970 | $10,932 | -$1,038 |
| Payroll tax S-Corp W-2 | $9,180 | $9,180 | — |
| Total tax burden | $59,894 | $54,719 | -$5,175 |
| Net annual savings with PEO | $9,015 |
RATE SOURCES
Federal brackets: IRS Rev. Proc. 2025-28 TY2026 • Georgia: 5.39% flat GA DOR TY2026 • Payroll: IRS Pub. 15 TY2026 • S-Corp comp: 40% of net income
Questions CPAs ask before signing up
Is the math accurate enough to show a client?
Yes. Real IRS federal brackets for TY2026 and current state rates for all 50 states. Every rate is cited in the report footer. If a number looks wrong, the source is right there to check.
What if the numbers show PEO enrollment does not make sense?
That is what the report is for. If the math does not support enrollment the report says so clearly. A tool that only produces favorable numbers is a sales tool. This one produces accurate numbers regardless of which direction they point.
Does my client see the report or only me?
You control that entirely. Run it yourself before the meeting or complete the form together on screen. Your firm name appears in the header either way.
Can I cancel anytime?
Yes. Monthly licenses cancel at end of billing period. Annual licenses are non-refundable but transfer to any member of your firm.