Multi-Employer Benefit Plans

We specialize in multi-employer, collectively bargained benefit plans.  We have decades of experience in this industry. Our highly trained staff have helped our clients comply with all the requirements of ERISA as well as the U.S. Department of Labor (USDOL), Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC). We are members of the AICPA Employee Benefit Plan Audit Quality Center.

We offer the following services for multi-employer benefit plans and their affiliated Labor Unions:

• Full-Scope Audits
• Reviews
• Compilations
• IRS Form 990 preparation
• USDOL Form 5500 preparation
• USDOL Form LM-2 preparation

Types of Multi-Employer Benefit Plans

• Defined Contribution Annuity/Surety Plans
• Defined Benefit Pension Plans
• Health and Welfare Plans
• Education, Training and Apprenticeship Programs
• Supplemental Benefit Plans

Agreed Upon Procedures – Employer Payroll Compliance Audits

We audit contributing employers to the Benefit Funds for, among other things, wages, employee hours and to verify that the correct benefit contributions are paid on behalf of the Union members.

Tax Preparation and Advisory

We provide tax planning and preparation for individuals and business entities.

Our goal is to make the preparation process and easy as possible for you to minimize your tax liability and reduce the risk of errors with careful planning and individual attention. Our tax professionals are experts and will navigate the countless required federal, state and local tax forms, schedules and compliance rules and regulations with you.

We offer the following tax preparation and advisory services:

• Individual Tax Preparation and Planning
• Business Tax Preparation
  • Sole Proprietorships
  • Corporations
  • Partnerships
  • Limited Liability Companies
• Fiduciary Tax Preparation
• Tax Controversy and Audit Representation

Accounting & Consulting

We offer bookkeeping, accounting, payroll, and financial consulting for our individual and small business clients.

Small businesses today need a strong network of support – from bookkeeping functions, payroll, financial statements and advice about tax issues, retirement, and employee benefits.

Our business services include:

• Bookkeeping:
  • Bank reconciliations
  • Receipts, disbursements, payroll and other journals
  • General Ledger
• Payroll:
  • Monthly, quarterly and year-end payroll filings
• Accounting:
  • Financial statement preparation (non-attest statements)
• Consulting:
  • Retirement Planning
  • Employee Benefits
  • Other business matters and correspondence
• Tax Planning:
  • Federal and State tax preparation and representation