Refer a client to learn more about their potential tax credit savings

Your Payentry specialist is Adam Jones. Once you submit a request, Adam will contact your client to arrange a 15 to 20-minute call and will cover the following topics:

  • A detailed review of the Work Opportunity Tax Credit program
  • Estimate of the tax credits they may be eligible to receive
  • Review of Title VII of the Civil Rights Act
  • Demonstration of the Payentry platform
  • Review of the requirements for I-9 and W-4 storage
  • Questions and Answers

Adam Jones

Phone: (415) 123-4567 Email: adam@democompany.com
Referrals 10 Referrals
Client Company Name First Name Last Name Email Phone Action
Claire's Boutique Deborah Fuller deborahwfuller@claires.com 212-437-7563
Cyberdyne Systems Paul Robinson pauljrobinson@cyberdine.com 212-236-2407
Gekko & Co Nannie Farrar nanniebfarrar@gekko.com 212-558-1249
Red Robin Peter Tollett peterftollett@redrobin.com 212-478-6027
Taco Bell John Martinez johnmmartinez@tacobell.com 212-307-4044
Massive Dynamic David Garnett davidggarnett@massivedynamic.com 212-650-9274
Ollivander's Wand Shop Andrea Herrera marcusscastillo@ollivander.com 212-558-1249
McDonald's Cody Schuler cody@mcdonalds.com 212-478-6027
New York Cardiology Mark Street mark@nycardiology.com 212-307-4044
New York Florists Tara Erickson tarajerickson@nyf.com 212-659-6835
Clients Subscribed to Payentry Hire 10 Subscribers
Client Company Name Accountant First Name Last Name Email Phone Payroll Provider Earned WOTC Action
McDonald's Nannie B. Farrar David Garnett davidggarnett@massivedynamic.com 212-437-7563 Payentry $5,600
Cyberdyne Systems Deborah W. Fuller Andrea Herrera marcusscastillo@ollivander.com 212-236-2407 Payentry $4,800
Gekko & Co Paul J. Robinson Mark Schuler cody@mcdonalds.com 212-558-1249 Payentry $9,600
Red Robin Mark E. Feinsot Tollett Hamilton mark@nycardiology.com 212-478-6027 Payentry $12,400
Corner Bakery Kreider Sharon Martinez Lei tarajerickson@nyf.com 212-307-4044 Payentry $6,500
Pizza Hut Cathy Cha Jose King jose@wendys.com 212-650-9274 Paychex $21,400
TOGO'S Sandwiches Thielen Carper Patsy Taylor patsy@cornerbakery.com 212-558-1249 Intuit $8,400
Subway David G. Garnett Schuler Martinez alexis@konaice.com 212-478-6027 Payentry $9,600
Popeyes Louisiana Kitchen Cody M. Schuler Betty Garnett betty@va.com 212-307-4044 Paychex $2,000
Rubio's Coastal Grill Sanjiv Gupta Betty Fuller amanda@maidpro.com 212-659-6835 Payentry $15,600

Payentry Tax Credits Revenue Sharing Program

Payentry values it's relationship with the accounting community. By working together, we can help clients offset thousands of dollars in taxes and in many cases help clients save more in taxes than they spend on accounting and payroll fees, combined.

Payentry recognizes that accountants will invest time and resources reviewing and completing the required forms so that clients may realize tax savings. In consideration of the time and effort spent, Payentry Hire provides a revenue sharing program that accountants may opt into.

Step 1:

Please select if the payment should be made to the firm or to the individual accountant:

(payments are made on quarterly basis)

Make check payable to:

Step 2:

Please complete Form-W-9 to recieve payment:

Complete W-9

You have completed Form-W-9 to recieve payment.

Download W-9
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Step 3:

Please confirm mailing address for payment: