TAX PLANNING SOLUTIONS

Employee Benefit Compliance

• IRS Form 5500: Annual Return/Report of Employee Benefit Plan
• IRS Form 5330: Return of Excise Tax Related to Employee Benefit Plan
• IRS Form 990: Return of Organization Exempt from Income Tax
• IRS Form 1099: R-Distributions from Pension, Annuities, Retirement or Profit-Sharing Plans
• Filing under DOL Delinquent Filer Voluntary Compliance Program, including Form 5500