Form W-9: Payee Identification and Tax Determination

Mark Schwartz

MS Payroll

• Employment tax specialist and has more than 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the state of California
• Has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multinational corporations
• An expert at defining regulatory and statutory requirements from local, state and federal government agencies; and helping the average businessperson understand what that means to their business
• Has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits
• Provides consulting services encompassing payroll processing and payroll tax issues; these include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, and benefits
• Has represented both clients and the state in front of the State Appeals Board; he understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees
• Prides himself on his outstanding customer service skills, listens attentively to his clientele, helping them bridge the gap between the small business world and government bureaucracy and eagerly assists with client's needs, and feels that educating clients toward faster, accurate and more complete payroll processes provides the most value
• Participating member of the American Payroll Association; certified internal auditor and certified investment and derivatives auditor credentials
• Currently pursuing a certified payroll fundamentals credential with the American Payroll Association
• M.B.A. and B.A. degrees in finance, Santa Clara University