For Accountants

We don't compete with you, we make you look brilliant.

We are one of the few retirement plan consultants that know how to read 1120S, 1065, W2's, Stock Purchase Agreements, and everything in between. We make sure that plan contributions are 100% deductible and attributed to the correct entity in your client's business structure. We consult on some small professional practices as well as very large multi generational, multi location, multi entity business structures. We are no strangers to M&A activity and entity changes.

We do not do tax returns, so we don't compete but we rather make you look brilliant developing a plan representing the largest deduction on a tax return. And it’s a deduction that benefits the owner’s retirement portfolio personally.

Larry is an enrolled agent who teaches with the Boston Tax Institute. He is a resource to you at any time and for any subject. And finally, we check every number for every employee to the penny.