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ABOUT OUR PRACTICE
Our firm offers Employee Benefit
/ 401(k) plan audit, tax
preparation, and consulting
services to individual and
business clients. Our business
focus, dual locations, and
experience level enables us to
provide our clients with
personalized service and a high
level of expertise. If your
needs go beyond the scope of
what we offer, we would be happy
to refer you to a qualified
professional.
Our firm was founded on the philosophy that specialization is
better than generalization. As a result, we focus our resources on the following
areas:
ERISA AUDITS
The majority of our resources
are dedicated to the complex and
specialized requirements
associated with ERISA / 401(k)
plan audits. The complexity is
the result of the rules and
regulations established by the
ERISA Act of 1974 onto which are
layered annual modifications by
the IRS and Department of Labor.
In sum, for 30 years the
government has had special
requirements for the treatment
of the corporate retirement
plans and we make it our
business to maintain a high
level of expertise in this area.
FORM 5500
PREPARATION:
IRS (DOL) Form 5500
preparation requires special
knowledge of the ERISA
guidelines. This expertise has
been developed over the past
year in the preparation of
hundreds of 5500. Additionally,
we have significant experience
with the Department of Labor’s
Delinquent Filer Voluntary
Compliance (DFVC) This program
allows Companies who are out of
compliance to avoid the
assessment of $1,100 per day
penalties for non-filing.
TAX PREPARATION It's a fact: over the
past several years more and more
people are preparing their own
taxes with popular tax
preparation software programs.
While we recognize that many
people have had good results
with the "do-it-yourself"
approach, we have also found
that some individuals who
prepare their own returns miss
deductions or take deductions
they were not entitled to.
Additionally, over the past few
years, President Bush signed
into law the most comprehensive
tax changes in the past 20
years, most recently affecting
charitable contributions. These
changes are certain to add
confusion to this already
complex area. The best way to
ensure that you are complying
with the provisions of the new
tax law while taking advantage
of every legitimate deduction
possible is to use a
professional tax preparer. |
