Step 1: Make Initial Contact

Use this online form to schedule a telephone or e-mail consultation. A friendly member of our staff will contact you and answer all of your questions and determine if Solo W-2™ is a match for your and your solo career.

Or call us during normal working hours:

• 7:00 am to 5:00 pm, Pacific Time, Mon-Fri
  
  
• (925) 680-0200 or
  
  
• (877) 4SoloW2
  (877) 476-5692

Help with Initial Contact: Follow the instructions above.

Step 2: Meet your Solo W-2™ Onboarding Specialist

A Solo W-2™ Onboarding Specialist will direct you to a secure online site where you will submit your personal data and complete your Solo W-2™ Employment Agreement.

Help with Employment Agreement: Contact your Solo W-2™ Onboarding Specialist.

Step 3: Meet your Solo W-2™ Contracts Administrator

• Are you are a Consultant whose revenue stream comes from a third-party client under the terms of a contract between Solo W-2, Inc. and the client? Your Solo W-2™ Contracts Administrator will work with you to negotiate a contract between Solo W-2, Inc. and your Solo W-2™ client(s).
  
  
• Are you a Self-employed Professional whose revenue stream comes from a sole-proprietorship or registered small business? Your Solo W-2™ Contracts Administrator will work with you to negotiate a contract between Solo W-2, Inc. and your sole-proprietorship or registered small business.

Help with Contracts: Contact your Solo W-2™ Contracts Administrator.

Step 4: Meet your Solo W-2™ Division Administrator

The Onboarding Specialist will introduce you to your Solo W-2™ Division Administrator. Your Solo W-2™ Division Administrator will become your personal assistant and your primary contact whenever you have a question or concern about the operation of your Solo W-2™ Division.

Help with Your Division: Contact your Solo W-2™ Division Administrator.

Step 5: Meet your Solo W-2™ Benefits Administrator

Your Solo W-2™ Division Administrator will introduce you to your Solo W-2™ Benefits Administrator who will explain your options and guide you through the process of selecting and signing up for your employee benefits.

Help with Benefits: Contact your Solo W-2™ Benefits Administrator.

Step 6: Meet your Solo W-2™ Financial Advisor

Your Solo W-2™ Benefits Administrator will introduce you to your Solo W-2™ Financial Advisor who provides free financial assistance to all Solo W-2™ employees. The Solo W-2™ Financial Advisor will assist you in selecting an appropriate investment portfolio for your Roth 401(k) Retirement Savings Account and also answer general questions relating to your personal financial issues.

Help with 401(k) and Finances: Contact your Solo W-2™ Financial Advisor.