Employee Benefit Plans

Trusting the experts couldn’t be more needed than when dealing with employee benefit plans. Our team has decades of experience providing audit and tax services for employee benefit plans. Those services include required annual audits and preparation of the related tax forms for larger plans and annual tax filings for smaller plans.

Our experience runs deep with multi-employer defined benefit plans as well as 401(k) plans. In many situations, we team with third party administrators and plan consultants in the design process to maximize plan benefits and employer tax benefits.

For small business owners looking to retire in the near future, you’re looking for significant retirement benefits plans. We can help by exploring unique plan designs that have enabled our clients to look forward to higher retirement savings.