Sasserath & Zoraian, LLP

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Retirement Programs

Sasserath & Zoraian, LLP - New York CPA

At Sasserath & Zoraian, LLP CPAs, we provide a wide variety of services for small business retirement plans. 

People are living longer than ever these days so there's good reason to develop a retirement plan that helps you get control of your money, build wealth, and plan for a secure future. At Sasserath & Zoraian, LLP, we provide a wide variety of services for small business retirement plans. We get to know our clients’ financial needs and goals so we can recommend personalized strategies for retirement planning including health benefit plans, employee benefit plans, and more. Not only can we help ensure you get the highest possible value out of your IRA and 401(k) plans, we can help you plan for wealth accumulation and transfer to future generations.

Contact us today at 631-368-3110 to learn more about our retirement planning services for individuals and businesses. We can help you devise a solid plan for retirement that will preserve wealth and bring you and your family financial security. 

Our Retirment Services Include:

  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Employee benefit plans
  • Financial statement preparation for the plan
  • Individual participants' accounting
  • Tax return compliance and filings
  • Health benefit plans
  • Contribution testing as required
 
We offer an initial consultation. Call us today at 631-368-3110 to schedule a mutually convenient time to meet.