E&O Insurance — $1,000,000 Coverage
Every engagement is covered by Errors & Omissions insurance up to $1,000,000 through Next Insurance.
↗ View live insurance certificateWhat I Do
1. State Agency & Compliance Work — Project Basis
One specific problem. One engagement. One flat fee. No ongoing commitment required. You send me the problem. I handle the state agency side. You get a clean written summary of what was done.
- Employer registrations across multiple states (CA, PA, VA, MN, CO, MI and more)
- Account mapping: review every existing state account (unemployment, withholding, registrations), check status with each agency, flag what needs fixing
- Opening and closing US bank accounts
- Closing dormant employer accounts
- State agency correspondence, notices and follow-up calls
- Workers' comp audit support
- Power of attorney filings with state agencies
- Multi-state compliance research
- IRS: account openings and closures, address changes (Form 8822-B), notice follow-up
2. Monthly Retainer — Ongoing Compliance Support
For teams that always have state agency matters open. I become your dedicated compliance resource — available by phone and email, responsive, personal. Month to month. Cancel anytime.
- Monthly scope agreed with you up front
- No long-term contract — month to month — cancel anytime
- Direct access — not a call center, not a ticketing system
Who I Work With
Capital 5thline.co
5th Line Capital — Venture Debt Advisory & Financial Services
5th Line is a leading provider of vertically-focused advisory services for growth-stage companies, specializing in venture debt consulting, CFO services, and financial operations across North America.
Scope of work: multi-state compliance research, state agency correspondence, regulatory notice management, and ongoing compliance administration.