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OUR INSIGHTS SUITE
Tax Strategy, CFO Insights & NIL Finance for Founders and Athletes


Why Do Payroll Discrepancies Surface After a Provider Transition?
You switched payroll providers and the new system works fine, then a discrepancy shows up weeks or months later. Here is why a provider transition exposes payroll problems and what to check first.

MJ Cunningham, EA
Oct 264 min read


How Far Back Should a Payroll Tax Reconciliation Go?
Too short a lookback and you miss an older payroll tax problem. Too long and you pay to check periods that were never in question. Here is how to decide how far back your reconciliation should go.

MJ Cunningham, EA
Oct 234 min read


What Causes Payroll Tax Discrepancies Between Your Records and the State's?
Your payroll system says one thing and the state’s portal says another, and neither looks obviously wrong on its own. Here are the events that most often cause a payroll tax discrepancy, and how to tell which one you have.

MJ Cunningham, EA
Oct 215 min read


Why Doesn't My Payroll Tax Balance Match What I Actually Paid?
Payroll ran, employees got paid, deposits went out on schedule, and the agency’s balance still does not match what you think you paid. That gap is rarely random. Here is why it happens, the five most common causes, and how to trace yours.

MJ Cunningham, EA
Oct 164 min read
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