When was the last time your tax professional came to you and said "I have an idea that will save you some money"?
For most business owners the answer to that question is unfortunately, "Never!" We work with our client to identify the ideas and strategies that save them thousands of dollars...sometimes even generating savings and refunds in the millions!
We are available to accompany our clients through a variety of events:
Sometimes life doesn't go as we plan. When tax examinations or outstanding tax bills are an issue, we have the knowledge and experience to work them with you.
* IRS audits
* Appeals
* IRS and state collection issues
We have helped clients with qualified and nonqualified retirement plans for over 40 years.
We can assist you with a variety of plan types including: 401(k), defined benefit and cash balance plans, 401(h) plans (providing post-retirement medical benefits)
