For accountants
For CPAs
Your client brought you a PEO question, and you need to check the math. We built it to be checked. PEO Broker runs a sourced, line-by-line comparison of your client's 2026 numbers, their current path next to a group structure, with every assumption shown. We make no tax claims. You keep the final word.
01
Where PEO Broker fits
PEO Broker is a referral broker. We analyze a client's 2026 numbers and connect those who qualify. We are not the plan provider. A separate, licensed provider runs the plan. We run the math and connect you. We do not give tax advice, and we do not file anything. That stays with you.
02
What the report gives your client, and you
The report is a decision document built for review. For your client, it runs their 2026 federal and state tax on the current path next to the same year through a group structure, with the difference shown. When there is a team, it adds the company cost model. It runs against the three plan tiers, so the comparison is on the plan they would actually choose.
Every figure carries its inputs and the 2026 treatment applied. You can open the same report your client sees and check every assumption behind it, then tell them whether the structure fits the rest of their plan. See how we calculate the number.
03
What we do not do
We do not assert a tax outcome or make the entity and salary calls. Those are yours. We run the math on the current rules and show our work; you apply professional judgment to the client's full picture. The report does not replace you. It gives you a document built to check.
04
How PEO Broker is paid
This matters to what you are looking at, so we state it plainly. Your client pays the PEO, never PEO Broker: the PEO's flat administrative fee and the plan premium. PEO Broker is paid a referral fee by the PEO when a client we introduce enrolls, at no added cost to your client. There is no commission structure for you to explain or defend, and our fee does not rise with the plan your client picks or the premium. See how we get paid.
05
How a CPA puts it to work
You do not need to do anything to start. Have your client run their 2026 figures; the first result costs nothing and asks for nothing until they request the full report. They can send you the report link, and you review it the way you would any client document. If the math does not hold, tell them, and the structure stays on the shelf.
If you want to see how the number is built before a client runs one, the method and the 2026 basis are documented. Review the 2026 method and basis, or read an annotated sample report.
06
Common questions
Does PEO Broker give tax advice?
No. We run the math on the current 2026 rules and show every assumption. The tax, entity, salary, and filing calls stay with you.
Can my client rely on the report on its own?
No. The report is a decision document built for you to check, not a filing or a tax opinion.
How is PEO Broker paid?
Your client pays the PEO, never PEO Broker. The PEO pays us a referral fee when a client we introduce enrolls, at no added cost to your client. No commission, and nothing tied to the plan they pick.
Is this a tax scheme?
No. It is access to a group coverage structure that large employers use, through a licensed provider. The tax treatment is standard, and you verify it against your client's situation.
What if I conclude it does not fit my client?
Then it does not. The report is built to show that too, and your client owes nothing for finding out.
Last reviewed: June 2026.
See your number
Run a client's 2026 figures, or send them to run their own, and review the report line by line.
Last reviewed: June 2026.