Our job is to make the retirement plan work its best.
Proper accounting is an art form since there are many options to consider in pursuit of a goal. The retirement plan can be a very useful part of your strategy and we’re here to help:
CPAs understand better than most that you have to know the rules to play the game. A good 401k administrator uses the regulations to recognize opportunity:
Auditing 401k plans
The same old tricks to reduce taxable income to your clients may require some novel review. If pass-through income is too high nowadays, perhaps a qualified retirement vehicle has now become a more attractive tool for you. If you have questions about feasibility, we’re happy to give you the assist.
Learn more from our retirement plan specialists.Read the Guide
Owner-only 401(k) plans or SEPs are great! No filing, barely any testing, maximized contributions. What’s that you say? You have an employee now? Uh-oh. Should you recommend the plan dissolve? One quick call or email to our office may give you the answer you need. Don’t panic- get informed! We make it look easy so you look good.