Retirement Programs

At Sasserath & Zoraian CPAs, we provide a wide variety of services for small business retirement plans. Our services are designed to simplify the process for you and 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