Professional Employer Organizations | Marcum LLP

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src="/wp-content/uploads/2025-TaxPlanningGuide-nav.jpg" />  </a> </div> <div class="card__body"> <div class="card__overview"> <p>Practical insights and detailed strategies for businesses and individuals to maximize tax efficiency in 2025.</p> </div> <div class="mt4"> <a class="button tiny" href="/tax-guide">READ NOW</a> </div> </div> </article> </div> <div class="column"> <h3 class="mega-menu__title">Thoughts of the Week</h3> <article class="card card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/thoughts-of-the-week/the-marcum-retrospective-part-6"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/totw-10182024-600x375.jpg" width="600" height="375" alt="The Marcum Retrospective – Part 6" title="The Marcum Retrospective – Part 6" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">The Marcum Retrospective – Part 6</h2> <div class="card__overview"> <p>Thank you for allowing me to show up in your inbox every Friday morning and...</p> </div> </div> </a> </article> <a class="button tiny" href="/thoughts-of-the-week">View All</a> </div> </div> </div> </div> </div> </div>  </div> </div> </li> <li class="mega-drop"><a href="https://www.marcumllp.com/news-press-releases">News</a> <ul> <li><a href="https://www.marcumllp.com/news">As Seen In</a> </li> <li><a href="https://www.marcumllp.com/press-releases">Press Releases</a> </li> </ul> <div class="mega-menu"> <div class="row column">  <div class="mega-menu__row"> <div class="mega-menu__news"> <div class="mega-menu__news-left"> <h3 class="mega-menu__title">As Seen In</h3> <div class="news-grid"> <div class="news-grid__featured"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/sean-saari-money-matters-tv-gift-tax"> <div class="card__image"> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/Sean-Saari-1-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>September 13, 2024</span> </div> <h2 class="card__title">Advisory Partner Sean Saari joins Marcum Wealth’s Jim Butler to discuss gift tax for Money Matters TV</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> </div> <div class="news-grid__addl"> <article class="card card--no-box card--has-button zoom-trigger"> <a href="https://www.marcumllp.com/news/louis-biscotti-forbes-deals-and-discounts-as-depriceflation-hits-retailers"> <div class="card__body"> <div class="card__meta"> <span>September 10, 2024</span> </div> <h2 class="card__title">Food & Beverage Leader Louis Biscotti details deals and discounts as depriceflation hits retailers for 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href="https://www.marcumllp.com/press-releases/marcums-latest-manufacturing-survey-reveals-resilience-amidst-challenges-and-highlights-strategic-shifts"> <div class="card__image"> <div class="card__image-labels"> <span class="card__image-label">Industrial Products</span> </div> <div class="card__image"> <img class="zoom-img" src="https://www.marcumllp.com/wp-content/uploads/pressrelease-2024-manufacturing-survey-600x375.jpg" width="600" height="375" alt="" /> </div> </div> <div class="card__body"> <div class="card__meta"> <span>October 18, 2024</span> </div> <h2 class="card__title">Marcum’s Latest Manufacturing Survey Reveals Resilience Amidst Challenges and Highlights Strategic Shifts</h2> </div> <div class="card__action-container"> <div class="card__action"> <span class="card__action-center">Read More</span> <span class="card__action-icon icon-arrow-right-long"></span> </div> </div> </a> </article> <div class="mt4"> <a class="button tiny" href="/press-releases">View All</a> </div> 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href="/ask-marcum" rel="nofollow">Contact Us</a> </div>   <button class="drawer-toggle reset" aria-label="Mobile Navigation"><span></span></button>  </div> </header> <div class="header-spacer"></div>   <div class="wrapper">  <main id="main" class="main" role="main" tabindex="-1">     <style media="screen"> .page-header__bg:not(.overlay--off)::before { opacity: 0.1;} .page-header__bg:not(.overlay--off)::after { background: linear-gradient(to right, rgba(33,41,54,1) 0%,rgba(33,41,54,0) 100%); } </style> <div class="page-header page-header--default page-header--tall page-header--light"> <div class="page-header__bg overlay--on" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/banner-feature-104.jpg')"></div> <div class="page-header__wrapper"> <div class="row row-site column"> <div class="page-header__body"> <div class="page-header__caption"> <span class="page-header__label label">Industries</span> <h1 class="page-header__headline">Professional Employer Organizations</h1> <div class="page-header__action"> <a class="button stroke" href="/ask-marcum" >Ask Marcum</a> </div> </div> </div> </div> </div> </div>   <div class="breadcrumbs"><div class="row row-site column"><ol itemscope itemtype="https://schema.org/BreadcrumbList"><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="/"><span class="icon-home"></span> <span class="breadcrumbs__label breadcrumbs__label--hidden" itemprop="name">Home</span></a><meta itemprop="position" content="1" /></li><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="/industries"><span class="breadcrumbs__label" itemprop="name">Industries</span></a><meta itemprop="position" content="2" /></li><li itemprop="itemListElement" itemscope itemtype="https://schema.org/ListItem"><a itemtype="https://schema.org/Thing" itemprop="item" href="https://www.marcumllp.com/industries/professional-employer-organization"><span class="breadcrumbs__label" itemprop="name">Professional Employer Organizations</span></a><meta itemprop="position" content="3" /></li></ol></div></div>   <section class="section section--white pt10 pb10"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column" data-aos="fade-in" data-aos-delay="200"> <p class="t5">Marcum is among the first national accounting and advisory firms to establish a practice dedicated to serving the PEO industry.</p> <p class="t3">Marcum’s Professional Employer Organization (PEO) Group provides PEOs with personalized and attentive service, strong technical expertise, and uncompromising integrity.</p> <p class="t3">At Marcum, we know that companies that work with PEOs grow faster, have lower employee turnover, and are 50 percent more likely to sustain viable businesses. Just as your clients need you as the right business partner, we believe that you need Marcum as your business partner in order to stay compliant and competitive.</p> <p class="t3">Marcum is committed to the growth and success of our clients by providing strategic and timely tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services designed to help build a more profitable and valuable PEO business.</p> <p class="t3">Regulations related to the PEO industry can be complex and vary from state to state, making compliance with these rules an ongoing challenge. We understand the unique tax, accounting, data security and regulatory compliance issues of the PEO industry. Our talented team of advisors has been working in the industry for more than 20 years and understands the complexity of both state and federal regulations governing PEO operations.</p> <p class="t3"><strong>We are a member of:</strong></p> <ul class="bullets"> <li class="t3">The National Association of Professional Employer Organizations (NAPEO)</li> <li class="t3">The Florida Association of Professional Employer Organizations (FAPEO)</li> </ul> <p class="t3">There is no one-size-fits-all solution for PEOs. The lack of standard definitions, the complex variations pertaining to individual PEOs, and the multitude of contractual arrangements between employers and PEOs make it difficult to develop standard solutions.</p> <p class="t3">This is all the more reason why choosing the right accounting, assurance and advisory partner is a critical decision. <a href="/ask-marcum"><strong>Ask Marcum</strong></a>.</p> </div> </div> </div> </section>  <section class="section section--white"> <div class="banner-card "> <div class="banner-card__inner"> <div class="banner-card__bg" style="background-image:url('https://www.marcumllp.com/wp-content/uploads/banner-feature-105.jpg')"> </div> <div class="banner-card__container"> <div class="row row-site column"> <div class="banner-card__body body-bullets"> <h3 class="h1">Why Choose Marcum?</h3> <p class="t3">Marcum is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, Marcum has provided accounting and advisory services to thousands of companies in a diverse array of industries, which rely on our nuanced understanding of their businesses and the relevant regulatory and reporting frameworks in which they operate to help them achieve their goals.</p> <p class="t3">PEOs face a world of intricate challenges, issues, and obstacles in today’s changing economy. Their business model continues to evolve, and in many cases, it moves much faster than the laws and regulations that impact employers. There is a critical need for these organizations to engage professionals that understand the deep complexities confronting PEOs.</p> <p class="t3">Marcum’s Professional Employer Organization Group has the experience and the expertise to help PEOs of all sizes navigate the compliance rules governing the industry and help ensure their sensitive customer data is safe and secure. For any type of business issue that may arise, our dedicated team of professionals has the industry-specific knowledge needed to provide PEOs with effective solutions.</p> </div> </div> </div> </div> </div> </section>   <section class="section section--white pt10 pb10" > <div class="row row-site column"> <div class="split-panel split-panel--left split-panel--image"> <div class="split-panel__left"> <div class="split-panel__content body-bullets"> <h2 class="h1" data-aos="fade-up-xsmall" data-aos-delay="100">Issues Unique to the PEO Industry</h2> <div data-aos="fade-up-xsmall" data-aos-delay="200"> <p class="t3">PEOs must comply with auditing and payroll regulations in order to stay licensed. The best of the best PEOs are certified by the IRS, which requires additional reporting. PEOs store sensitive data and process client payrolls that must be protected. Many PEOs have customers in multiple states, and individual state regulations and requirements can add up fast. Marcum can assist with all of these challenges.</p> </div> </div> </div> <div class="split-panel__right"> <div class="split-panel__image" data-aos="fade-left" data-aos-delay="100"> <img src="https://www.marcumllp.com/wp-content/uploads/inside-feature-49.jpg" width="600" height="400" alt="group of people at whiteboard" /> </div> </div> </div> </div> </section>  <section class="section section--off-white pt10 pb10"> <div class="row row-site column"> <div class="row"> <div class="medium-11 xlarge-10 xxlarge-9 medium-centered column" data-aos="fade-in" data-aos-delay="200"> <div class="row column"> <div class="small-12 medium-12 large-12 column"> <h3 class="h1">PEO Services</h3> <p class="lead">Marcum’s Professional Employer Organization Group is established in major markets throughout the U.S. and has worked with some of the largest organizations in the industry. </p> </div> </div> <div class="row column"> <div class="medium-4 large-4 column"> <h4 class="subheader">Assurance</h4> <ul class="bullets"> <li class="t3">Audited financial statements</li> <li class="t3">Audited financial statements for benefit plans with more than 100 participants</li> <li class="t3">Examination for compliance with certified PEO designation</li> <li class="t3">Agreed upon procedures for quarterly filings in certain states</li> </ul> </div> <div class="medium-4 large-4 column"> <h4 class="subheader">Tax</h4> <ul class="bullets"> <li class="t3">Federal corporate tax compliance</li> <li class="t3">State and local nexus analysis and corresponding tax compliance</li> <li class="t3">Sales tax compliance</li> <li class="t3">Tip credit analysis</li> <li class="t3">State registrations</li> </ul> </div> <div class="medium-4 large-4 column"> <h4 class="subheader">Advisory</h4> <ul class="bullets"> <li class="t3">System Organization Controls reporting – SOC 1, 2 and 3</li> <li class="t3">Data privacy and compliance</li> <li class="t3">Transaction support including due diligence, post- or pre-acquisition services, and valuation</li> </ul> </div> </div> </div> </div> </div> </section>   <section class="section section--white pt10 pb10"> <div class="row row-site column"> <div class="people-locations js-people-locations"> <h3 class="h1" data-aos="fade-right" data-aos-delay="100">Contacts</h3> <div class="people-locations__filter"> <p class="people-locations__filter-title" data-aos="fade-right" data-aos-delay="200">Select the region to view contacts.</p> <div class="people-locations__filter-row js-people-locations-filter" data-aos="fade-in" data-aos-delay="300"> <ul> <li class="active"><a href="#">All Offices</a></li> <li><a href="#">Florida</a></li> </ul> </div> </div> <div class="row xsmall-up-2 medium-up-3 large-up-4 xxlarge-up-5 people-locations__filter-list js-people-locations-list">  <div data-location="Florida" class="column column-block ajax-item" data-aos="fade-up-xsmall"> <div class="bio"> <div class="bio__image"> <a href="https://www.marcumllp.com/people/patty-hamilton"><img src="https://www.marcumllp.com/wp-content/uploads/Patty-Hamilton-220x264.jpg" width="220" height="264" alt="Patty Hamilton" title="Patty Hamilton" /></a> <div class="bio__links"> <ul> <li><a href="https://www.marcumllp.com/wp-content/uploads/Patty-Hamilton.vcf" download="https://www.marcumllp.com/wp-content/uploads/Patty-Hamilton.vcf"><span class="icon-contact-card"></span></a></li> <li><a href="javascript:window.location.href=atob('bWFpbHRvOnBhdHR5LmhhbWlsdG9uQG1hcmN1bWxscC5jb20/c3ViamVjdD1RdWVzdGlvbiAtIE1hcmN1bSBMTFAgV2Vic2l0ZQ==')"><span class="icon-mail"></span></a></li> <li><a href="https://www.linkedin.com/in/pattyhamiltoncpa" target="_blank"><span class="icon-linkedin"></span></a></li> </ul> </div> </div> <div class="bio__body"> <h3 class="bio__name"><a href="https://www.marcumllp.com/people/patty-hamilton">Patty Hamilton</a></h3> <h4 class="bio__title">Partner</h4> <ul class="bio__meta"> <li>Assurance</li> <li> Tampa, 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