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Tax Preparation and Tax Planning Services: Pension and Profit Sharing Plans

Businesses can achieve great tax advantages by having qualified pension and profit-sharing plans in place. Individuals can also greatly benefit as these plans promote financial security in retirement. At WMBO CPA Group, we assist companies with selecting the most viable pension and profit-sharing plans for your business as part of our tax preparation and planning services. We will also ensure that you are advised professionally on the financial and tax benefits that you are entitled to, with your specific plan.

At WMBO CPA Group, we recommend that businesses consider pension and profit sharing plans for the following reasons:

  • To attract and keep skilled and talented employees who will drive business productivity and profits.
  • Contributions are tax deferred.
  • The contributed money can grow steadily through mutual funds, money market funds, savings accounts, investment funds and similar.
  • Plans allow employees to transfer their benefits when leaving the employ of the business. This can greatly simplify the administration hassles often involved.
  • Some plans allow for the rollover from one plan to another, increasing plans size and administrative savings

With our tax preparation and planning services in Georgia & the Southeast Region, you can benefit from the best pension and profit sharing plan now and in the long run.

Contact WMBO CPA Group for Professional Pension and Profit Sharing Plans in Georgia & the Southeast Region

If you would like to learn more about the benefits of pension and profit-sharing plans or if you would like assistance with establishing one, call our professional financial advisors at WMBO CPA Group. We will ensure that you are presented with a variety of tax preparation and planning services, and ultimately select the plan that will benefit you.

For more information and advice on our tax preparation and planning services in Georgia & the Southeast Region, contact us at WMBO CPA Group today.

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