We Provide Audit-Ready Workpapers for Hiring Dependents to protect your clients and maximize tax savings

We analyze each client’s 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 do 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.

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 implemented, 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 stall on the same question: what can a dependent actually do? Every case includes practical, age-appropriate task ideas — legitimate work matched to the child’s capability and the business’s real needs, not a one-size-fits-all list. Then the ResumeBuilder time tracker documents that work as it happens: hours and tasks recorded contemporaneously — the evidence layer an audit actually wants — and turned into resume-ready language. ‘500 documented hours of social-media work with contemporaneous notes’ reads very differently than ‘I helped my dad.’

Done-With-You includes a private 60-minute strategy session with a CPA: the intake reviewed together, the wage walked through, and the advanced questions settled — incentive pay, Roth timing, higher-income planning. When your firm delivers the strategy instead, this session layer is yours to run — it’s exactly the billable planning work the engagement supports.

You receive a personalized email by Dave Nagy, CPA, reviewing the client’s information and walking through their specific strategy. This is not generic content — it addresses their situation directly, explains the reasoning behind the recommendations, and highlights important considerations unique to the 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 judgment. Many advisors find this makes the entire process clearer and more actionable for their clients.

A strategy only creates value if it’s implemented. Every case ships with a clear What To Do Next letter, so a confident client can execute on their own. When the client wants it done with them, Done-With-You adds the full implementation layer — employment agreement, W-4 walkthrough, payroll cadence, checklist-driven until the first check actually runs. And when your firm prefers to own that layer, you run it as your own billable planning work; we stay the documentation engine behind you.

Done-With-You cases include the full playbook library — Roth IRA planning for dependents, incentive and bonus pay, catch-up pay, FAFSA considerations, and education tax planning. These cover the related opportunities many families overlook, for both immediate savings and long-term wealth-building — applied to the family in the session, not just handed over as PDFs. They land best coordinated with the advisor who sees the full picture: you.

Yes — we work directly with your client, and with their permission we copy you on our communications and share the deliverables with you. You’re welcome to sit in on live sessions.

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.

Yes — the intake and estimator are open. Verification is what unlocks advisor pricing and sample workpapers,.

Verified advisors get preferred per-case pricing, sample workpapers, and client-ready materials for your meetings. The bigger perk is structural: you bill the planning and implementation to your clients as your own service, at your rates — we’re the documentation engine behind you. We deliberately don’t pay referral fees or cash rewards: it keeps your advice independent and avoids the compliance questions referral compensation creates for CPAs and financial advisors.