We specialize in multi-employer, collectively bargained benefit plans. We have built this business over 35 years by becoming authorities in this niche area of Accounting. Our highly trained staff helps our clients comply with the rigorous oversight of government entities such as the U.S. Department of Labor (USDOL), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC).
Our clients, many of whom have been with us for over 30 years, are multi-employer benefit plans with hundreds of participants. They rely on our expert auditing skills to meet the complex requirements of ERISA.
It’s our job to ensure that our comprehensive reports are presented in a proficient manner at regularly attended meetings. We communicate clearly and often with fund administrators and plan trustees to offer recommendations and explanations so our clients understand their financial statements and benefit plans.
Additionally, we also perform traditional accounting practices. Our staff provides accounting, tax and advisory services to small businesses and individuals. We recognize that many people are confused by taxes and their financial planning and we do our best to make the process less intimidating. We take time to know each of our clients personally and take pride in advising them according to their specific needs.
Get In Touch!
We are looking forward to starting a project with you!