We understand this. We ask questions, analyze your current situation, weigh all the options, keep your aspirations in mind and tailor a program created specifically for you.

Your program will provide you with strong benefits for recruiting, as well as pension and retirement planning. Your plan will be a tax savings vehicle for your business. We know those strategies well and counsel you on the tax implications of every decision you make regarding your plan.

• 401 (k) Plans
• Profit Sharing Plans
• Money Purchase Pension Plans
• Defined Benefit Plans

• Third party administration (quarterly and/or annually)
• Plan document preparation
• Compliance testing and reporting
• Trustee services
• Plan design consulting

As your needs change, we’ll adjust your plan accordingly – even if that means changing it to an entirely different program. Most importantly, we bring you the quality control and peace of mind that comes from partnering with a CPA firm as opposed to contracting with a third-party administrator.

In addition to designing Employee Benefit Plans, we also have a team dedicated solely to the audit of employee benefit plans. We are a member of the AICPA Employee Benefit Plan Audit Quality Center, and we are trained specifically in these types of audits. This is a unique ability, and we pride ourselves in the specialized techniques and procedures we are able to provide.