Heartland makes it easy for you to capture Federal and State tax incentives for your clients

Once you submit a request, your Heartland representative will arrange a short call with your client and cover the following topics:

  • A detailed review of the Work Opportunity Tax Credit program
  • Estimate of the tax credits they may be eligible to receive
  • Review of Title VII of the Civil Rights Act
  • Demonstration of the Heartland platform
  • Review of the requirements for I-9 and W-4 storage
  • Questions and Answers

Adam Jones

Phone: (415) 123-4567 Email: adam.jones@e-hps.com
Clients Subscribed to Heartland Hire 10 Subscribers
Client Company Client Name Payroll Provider WOTC Credits Earned EZ Credit State Tax Credit 1 State Tax Credit 2 Action
McDonald's David Garnett Heartland $12,450 - - -
Cyberdyne Systems Andrea Herrera Heartland $4,250 - $12,000 -
Gekko & Co Mark Schuler Heartland $8,550 $2,400 - -
Red Robin Tollett Hamilton Heartland $5,300 - - $600
Corner Bakery Martinez Lei ADP $5,760 $3,500 - -
Pizza Hut Jose King Paychex $15,530 - $4,500 $1,000
TOGO'S Sandwiches Patsy Taylor Intuit $7,500 $1,200 - -
Subway Schuler Martinez ADP $3,230 - - $2,000
Popeyes Louisiana Kitchen Betty Garnett Paychex $9,800 - - -
Rubio's Coastal Grill Betty Fuller ADP $5,600 $1,250 - -

Heartland Tax Credits Revenue Sharing Program

Heartland values it's relationship with the accounting community. By working together, we can help clients offset thousands of dollars in taxes and in many cases help clients save more in taxes than they spend on accounting and payroll fees, combined.

Heartland recognizes that accountants will invest time and resources reviewing and completing the required forms so that clients may realize tax savings. In consideration of the time and effort spent, Heartland Hire provides a revenue sharing program that accountants may opt into.

Step 1:

Please select if the payment should be made to the firm or to the individual accountant:

(payments are made on quarterly basis)

Make check payable to:

Step 2:

Please complete Form-W-9 to recieve payment:

Complete W-9

You have completed Form-W-9 to recieve payment.

Download W-9
Step 3:

Please confirm mailing address for payment: