We prepare all Federal and State income tax returns. In addition, other tax forms (such as payroll taxes) are also prepared
. The only tax forms we do not wish to prepare are those relating to an ERISA-Retirement Plan. In our experience, those are best prepared by the Administrator. Therefore, we maintain various strategic alliances with very competent pension plan administration firms in various geographical locations to ensure that our clients receive a very high standard of service and professionalism relation to their ERISA-Retirement Plans.
We are very involved in ERISA-Retirement Plan applicability, design, and monitoring.