Retirement Plan Documents - We provide assistance in the preparation and set up of retirement plans providing plan documents. These documents are reviewed annually and updated for current tax law. Employee plan documents are provided and any plan update documents are also provided.

Annual Reporting - We provide quarterly or annual reports on retirement fund balances for employees.

Retirement Plan Pay Outs - We provide the documents and calculations for pay outs due to employees and the preparation of annual tax reporting documents required.

Estimation of Plan Contributions - For clients that have profit sharing plans, we provided the annual estimations and tax consequences to help determine the amount of profit sharing plan contributions.

Retirement Plan Tax Services - We provide the preparation of the 5500 tax return required for retirement plans on an annual basis.

Contact Pam Tillman for more information or questions on these services..