Based in Tampa, Florida, David Dvorak has been running his accounting practice, NorthStar Tax and Advice, since 2011. His services differ from those of a typical accounting firm in that instead of just filing taxes, he fulfills a more personal advisory role with his clients, advising them on how they can spend less time and money on taxes and predictably increase their profits.
ADP knows state laws required by the state and local authorities across the country, and they file the payroll taxes according to the client's location, which keeps my clients in compliance.
David Dvorak,
Owner
NorthStar Tax and Advice
Challenges
- Getting new accounting clients on payroll required a complicated process
- Managing payroll for clients on multiple platforms was extremely time-intensive
- Errors with tax filing and remittance came up frequently
- Setting up S Corporation clients was never straightforward
How ADP Helped
- Partnering with RUN Powered by ADP® has enabled David to better serve his clients through support from his payroll representative, who helps implement payroll for David’s new S Corp clients. The Accountant Connect platform within ADP gives him easy access to his clients’ information, allowing him to support them through increased efficiencies in running payrolls and managing tax remittances all in one place.
ADP Solution
- RUN Powered by ADP®
Transforming S Corp set up with ADP
Before becoming an ADP client — and setting up a large portion of his clients on ADP — David was accustomed to a lengthy and involved process when it came to payroll and tax remittance. One key aspect of David’s services is the guidance he provides business owners on the most advantageous way to move their business forward. Depending on the entity, this often involves converting clients from an LLC or Sole Proprietorship to an S Corp. Because an S Corp is a unique setup that requires payroll and specific tax remittance, getting the payroll in place is a key step. Most business owners don’t know the legal tax requirements or benefits of having an S Corp, which is where David’s expertise and the partnership with ADP come in. Without that expertise, many of his clients could miss out on significant tax savings and face compliance issues that could hinder their business growth. “Until I found ADP, I had not come across a good solution for accountants to administer their clients’ payroll. I work with my ADP representative to have my clients set up — I call her, and then she reaches out and sets them up on payroll. Before ADP, I had to go through so many different steps to get my S Corps clients on payroll.”
The ease of working with his representative to process a new client on payroll has transformed what David can do for his clients. Instead of spending hours on implementation, he’s freed up to do more strategic work. “Now I offer service to my clients in conjunction with tax preparation and bookkeeping,” says David. Instead of configuring new clients, David can focus on the more important work of partnering with his clients to help them strategize growth for their businesses and manage tax planning.
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