If you are a business or a non-profit organization you can help your employees and management team by providing them with a powerful opportunity to save for retirement. One of the best ways to do so is by establishing a retirement plan specifically crafted for your company.

Benefits that a customized company retirement plan can offer you:

• Reduction of current income taxes
• Establishment of accounts that grow tax deferred
• Retain and reward valued staff

We will work with you to select and implement a retirement plan that fits the goals and budgets of the smallest to the largest organizations.

Retirement Accounts
• Roth-IRA
• Traditional IRA
• Simple-IRA
• Pension Plans
• 401K
• SEP
• TSA
• Rollovers

Amending Your Tax Return
As people tax plan they often pull out prior tax returns to use as a guide. It’s not uncommon to occasionally discover an error or an overlooked deduction. Taxpayers don’t usually jump at the chance to amend a prior year’s tax return if it means they’ll owe the IRS money. Instead most sit tight, hope the error isn’t noticed and wait for the statute of limitations to expire. However, people’s attitudes rapidly change when they find an error in their favor, have a net operating loss carry back, or a neglected deduction that would give them a refund. You can...Read More