Accurate Accounting. Creative Thinking.


Retirement Services


  • - Calculation of annual retirement plan contribution
  • - Preparation of annual retirement plan tax returns
  • - Preparation of annual participant statements and annual report for participants
  • - Reconciliation of retirement plan assets annually, or as needed
  • - Maintenance of employee loans when allowed by retirement plan
  • - Assistance with 401(k) deferral planning for participants to ensure that maximum deferral limits are met annually