You keep the tax lane
USA OPS does not make entity, salary, filing, or planning recommendations. The report is built so the client can bring it back to you.
CPA, bookkeeper, and tax strategist firms
Give owner clients a number they can bring back to your review.
Your clients already ask you whether payroll, entity choice, and high monthly coverage cost fit together. USA OPS gives qualified owners a number-first PEO path, then keeps tax advice, salary decisions, and filings in your lane.
What your clients ask
They bring the pain to the person who already sees the numbers.
The owner may not know the PEO category. They do know the monthly draft is too high, the structure feels inefficient, and they want to know whether their business can handle it better.
USA OPS starts with a fit screen and a number. If the case is not strong, it should not move forward. If the case is strong, the owner gets a cleaner path to review before the provider file begins.
The first screen is mathematical
Income, current cost, state, entity, payroll, and household tier shape whether the path deserves a closer look.
The handoff protects trust
A good introduction should make you look precise, not send your client into a vague vendor call.
Bad-fit cases stop early
If the structure does not earn its keep, the answer should be no before it eats more client time.
Boundaries
A bright line for professional responsibility.
CPA standards require independence, competence, clear client communication, and care around referral arrangements. USA OPS supports that by keeping the public path factual and the professional advice with the CPA.
CPA lane
- Entity choice
- Reasonable salary
- Filing treatment
- Client-specific tax advice
USA OPS lane
- Published fit screen
- Owner number review
- PEO explanation
- Referral to the operating provider
Provider lane
- Underwriting
- Enrollment
- Payroll administration
- Group coverage terms
CPA review asset
Open the sample report without leaving this page.
The sample report shows how client inputs, posted assumptions, and 2026 math are separated for professional review.
CPA review path
Let the client bring back a number, not a sales claim.
CPA firms need clean boundaries. The client can run the number, review the assumptions, and bring the result back to the professional who knows the file.
Start
Client has high monthly cost
Step 1
Client runs the number
Income, monthly cost, entity, state, and household tier create the first screen.
Step 2
Review the sample report
The format shows inputs, assumptions, and the comparison method.
Step 3
Keep the CPA lane clear
Entity choice, salary, filing treatment, and client-specific advice stay with the CPA.
No
Stop early
Weak math should not create more client work.
Decision
Does the client file deserve review?
Yes
Move to discovery
USA OPS checks timing, paperwork, payroll facts, and PEO fit.
Responsibility lane
The professional boundary stays visible.
USA OPS does not make filing, salary, entity, or tax-planning recommendations. The provider handles enrollment, payroll, group coverage, and administration.
- CPA reviews adviceClient-specific tax decisions stay with the CPA.
- USA OPS qualifiesThe placement path is checked.
- Provider handles fileFinal terms and operation stay with the provider.
Partner review
Start with the audience, the boundary, and the cases you see.
Use this when your firm wants a defined referral path before sending owner clients into it.
Partner questions
What this partner type needs answered before the first introduction.
Does USA OPS give tax advice?
No. USA OPS runs the fit review and explains the PEO path. Entity, salary, filing, and tax-planning decisions stay with the CPA and client.
What makes a CPA referral strong?
Strong income, high current monthly coverage cost, clear entity facts, and a client willing to compare the published PEO path against the current path.
Can the client review the math first?
Yes. The owner can start with the number, then request the full report if the result deserves review.
Where should a CPA send a single-owner client?
Send them to single-owner pricing if household tier and monthly cost are the main questions, then to the number tool when they are ready to compare their facts.
Related pages
Give each owner the page that matches the question.
A partner path works when the owner lands on a page that matches their situation, not on a generic contact form.
General information only. Not tax or legal advice. Eligibility depends on entity, ownership, state rules, payroll setup, timing, and specific facts.
USA OPS does not sell, underwrite, enroll, or administer coverage. USA OPS is an independent referral partner. Final eligibility, pricing, payroll, group coverage, and administration come from the provider.