Applying For CPEO Status?


We Can Help You Secure the Lowest CPEO Bond Rate Available

To maintain a competitive advantage in the marketplace, more and more PEOs are applying to the IRS for CPEO status. If you are looking to apply or are not fully certain you have the best surety bond rate, we can help. We are experienced with the CPEO Bond process and have obtained a lower CPEO Bond rate for PEOs who have shopped rates on their own.

According to the website, the items below are what you will need to apply for CPEO status:

What documents will a CPEO applicant be required to upload as part of its application for certification?

As part of the application for certification process, a CPEO applicant will be required to upload the following documents:

For additional guidance on the required materials, see Rev. Proc. 2016-33.

Example: The following documents related to annual audited financial statements requirements would be merged into one file for upload: copy of the CPEO applicant’s annual audited financial statements (including the Note to the Financial Statement), CPA unmodified opinion of the financial statements, and, if applicable, the separate statement of positive working capital signed by a responsible individual of the CPEO applicant (applicable only for annual audited financial statements for fiscal years ending before September 30, 2016).

  • Audited Financial Statements
  • CPA Documents
  • Bond Documents
  • Quarterly Documents
  • Articles of Organization for LLC (if applicable
  • Articles of Incorporation (if applicable)
  • Corporate Charter (if applicable)
  • Partnership Agreement (if applicable)

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