- Business Services
- Payroll
Payroll
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Take the Pain Out of Payroll
Providing small businesses with a comprehensive outsourced payroll solution. True Wealth’s integrated payroll services include processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more. We will work with you to set up payroll services to meet your current needs while keeping your plans for future growth in mind.
With True Wealth’s team of professionals working for you, your payroll will be processed accurately, and we’ll ensure that your payroll taxes are filed on time. We’ll save you countless hours and keep you from getting bogged down when you let us handle your time-consuming payroll tasks. Our team will work with you from our secure online platform to process your payroll with ease and efficiency.
- Payroll Processing involves handling employee wages, calculating hours worked, and ensuring that payments are made accurately and on time. We handle tracking and calculations for overtime, bonuses, and commissions, as well as direct deposits or issuing checks.
- Tax Withholding and Filing ensures that employee payroll taxes are calculated, withheld properly, and filed on behalf of your business. We also keep up with changing tax regulations to help lower the risk of fines or penalties for miscalculations or missed deadlines
- Benefits Administration helps manage employee benefits such as health insurance, retirement plans, and paid time off by tracking benefit deductions from employee paychecks and ensuring proper integration with your payroll system and compliance with benefits regulations.
- Time and Attendance Tracking can automate the collection and calculation of employee hours through software that integrates with your payroll system, making it easier to calculate hours worked, overtime, and vacation accruals. This helps ensure accurate records and reduces time for manual data entry.
- Compliance and Reporting monitors legal changes and handle compliance reporting, such as producing W-2s, 1099s, and other tax documents for employees and contractors to minimize the risk of legal issues and ensure that the business meets regulatory obligations.
Additional Business Services
Serving Your Specialized Payroll Needs
True Wealth offers an integrated outsourced payroll solution designed to meet the current needs and future growth of small businesses. Our integrated services include payroll processing, employee setup, salary adjustments, tax filings, W2 and 1099 processing, and time tracking. By partnering with True Wealth, you ensure accurate payroll and timely tax filings, while saving countless hours. Our secure online platform streamlines payroll management, allowing you to focus on your business while we handle the time-consuming administrative tasks efficiently.
Service-Based Business Owners
Healthcare Professionals
Real Estate Professionals
Veterinarians
Dentists
Law Firms
Professional Service Providers
Service-Based Business Owners
Healthcare Professionals
Real Estate Professionals
Veterinarians
Dentists
Law Firms
Professional Service Providers
Services Focused on Your Needs
We deliver investment management and integrated financial planning services for individuals & families, building and protecting wealth, readying for and in retirement, or transitioning wealth to the next generation. We can provide you with the level of service, strategies, and expertise that best meets your needs. You will always have a dedicated team of professionals proactively working on your behalf.
True Wealth Private Client
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
- Tax Planning Strategies
- Charitable Giving
- Estate Planning
Dive Into the Details
Are you great at making money but tired of dealing with the complexities and lack of clarity around your finances? Seeking a coordinated strategy to make the most of what you have? Our True Wealth Private Client service is built for clients with $1.5+ million in investments or experiencing greater complexity in their financial lives. Private Clients receive robust wealth management services with an increased focus on investment strategies for SEC Accredited Investors or Qualified Purchasers and a greater emphasis on tax minimization, charitable giving, and estate planning strategies. Your service team will be led by a seasoned advisor who will coordinate subject-matter experts as needed as we deliver white-glove services to you.
True Wealth Planning
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
Dive Into the Details
Are you getting serious about retirement and wondering whether you’re on track? Unsure how or where to invest after you maximize your 401k or 403b or whether to pay down debt? Concerned about taking too much investment risk but also want to make sure your money lasts? True Wealth Planning is for those who are serious about reaching financial independence and protecting their lifestyle throughout retirement. The core needs of True Wealth Planning clients tend to focus on cashflow management, spend vs. save decisions, maximizing peak earning years, retirement and retirement income planning, and investment strategy.
True Wealth Investing
- Associate Wealth Advisor
- Investment Management