Tax & Financial Advisors:
Includes sample workpapers, optional walkthrough, and advisor pricing
Guide your clients with a clear, professional strategy that ensures they’re fully documented and audit-ready from day one.
With the right workpapers in place, your clients stay protected—even when the IRS comes knocking.
When an audit happens, your preparation turns a stressful situation into a smooth, confident experience.
This isn’t about pushing boundaries — it’s about doing things the right way for your clients. Each strategy is built with IRS expectations in mind, including reasonable wages, credible documentation, and consistency across the entire setup. We focus on helping you understand why the approach works, not just what to do, so you can confidently guide your clients forward.
Before anything is implement, we flag key labor law and workers’ compensation considerations that commonly catch clients off guard when attempting this on their own. These checks help ensure you’re aware of age-based rules, restricted activities, and workers’ comp requirements that apply to hiring dependents. Addressing these upfront reduces risk and prevents avoidable issues later.
Many clients get stuck at the same question: what can dependents actually do? We provide practical, age-appropriate task ideas to help you think through legitimate work that supports your business. These examples are meant to spark ideas and help you match responsibilities to capability — not to force a one-size-fits-all approach.
We analyze each clients situation to generate a wage strategy that supports meaningful tax savings while staying grounded in real, defensible work. Rather than defaulting to conservative or arbitrary numbers, the process evaluates tasks, scope, and structure so wages align with what the dependents actually does for the business. The system includes a built-in, dependent-specific time-tracking template designed to standardize documentation of hours and responsibilities, while also helping dependents articulate their work in resume-ready terms. The result is a clearly defined strategy that legitimately shifts income, reduces overall family tax burden, and holds up under scrutiny.
If a client’s situation is more complex or you’d prefer additional support, optional live consulting is available. These sessions can be used to ask questions, walk through implementation details, or pressure-test decisions before moving forward. Consulting is entirely optional and intended to support your process—whether as a supplement to your guidance or when you prefer to delegate certain aspects.
Includes sample workpapers, optional walkthrough, and advisor pricing
You receive a personalized video recorded by Dave Nagy, CPA, reviewing the client’s information and walking through their specific strategy. This is not generic content — the video addresses their situation directly, explains the reasoning behind the recommendations, and highlights important considerations unique to client’s family and business. While we bring deep expertise in this area, we recognize that you see the full client picture, and all recommendations are designed to support-not replace-your professional judgement. Many advisors find this makes the entire process clearer and more actionable for their clients.
A strategy only creates value if it’s implemented correctly. We provide a clear What To Do Next Letter to support implementation—whether you choose to handle it yourself or guide your client through it directly.
If you prefer us to be involved, we’re available as an optional resource, with live consulting time for questions or review.
In addition to the core hire-your-kids strategy, you receive access to additional tax savings playbooks that extend the benefits further. These cover related planning ideas—such as Roth IRA considerations for dependents—that many clients overlook. They’re designed to help you think strategically about how today’s decisions can create long-term financial advantages. As always, these strategies are best reviewed and implemented in coordination with you, the advisor.
for you or your client…
1. Share the Opportunity with Your Client
2. Complete the Intake Form (15 Mins)
3. Receive Strategy & Workpapers
4. Integrate with Your Overall Plan
You’ll get a code that you can share, Next, you (or the client) can use our quick estimator and eligibility quiz to confirm the strategy is a fit. In uncommon scenarios (e.g., dependent income exceeding the parent), a custom approach may be more appropriate.
Once eligible, payment is submitted and the client proceeds to the intake form.
The client completes a structured intake form covering business details, dependent roles, and responsibilities. Built-in explainer videos, “learn more” notes, and an AI chatbot provide guidance along the way.
Questions can be submitted during the process, and we respond by the next business day.
By the next business day, the preparer (client or you) receives a custom strategy via secure email. This includes our opinion on the highest safe hourly rate, along with supporting strategies for maximizing tax savings.
You’ll also receive CPA-signed, audit-ready workpapers to support the position if ever needed.
Incorporate the strategy into the broader tax and financial picture, considering factors like retirement planning, reasonable compensation, and other tradeoffs.
Reach out anytime with questions—we’re here to support your process.
If you can’t find your answer, reach out to support@paprikatax.com
Will PaprikaTax communicate directly with my client?
PaprikaTax communicates exclusively with the Preparer listed in the app. We do not initiate direct client communication. All questions, documentation, and deliverables are routed through the email address you provide.
What exactly does PaprikaTax provide?
PaprikaTax delivers CPA-backed wage analysis, documentation, and family payroll planning tools for the “hire your kids” strategy. This includes audit-ready opinion letters, wage justification, compliance notes, and planning playbooks that integrate into a broader tax plan.
Can I start using the app before requesting the advisor discount?
Yes. You’re welcome to start immediately. If you qualify for advisor pricing, we’ll retroactively credit any full-price payments once your advisor status is confirmed.
We track how often your discount code is used so we can recognize and reward advisors who actively refer clients to PaprikaTax.
Over time, we’re building a simple perks program tied to that activity. As it evolves, advisors may be eligible for things like:
Our goal is to make this a win-win—you deliver additional value to your clients, and we make sure that effort doesn’t go unnoticed.
Includes sample workpapers, optional walkthrough, and advisor pricing
