Tax Reporting

Tax Reporting

Tax Reporting

Tax Reporting

Of course we would love to say that we do the best tax reporting around, but tax reporting is tax reporting.  Our strengths lie in two areas:

  1. Accuracy.  We always want your plan to be able to withstand a random IRS or Department of Labor (DOL) audit.  One way we maintain this high standard is to request your Corporate Level information to ensure that what was reported on your payroll is what was actually deposited into the plan.
  2. Regular follow up. We go to great lengths to make sure the Plan Sponsor’s filing duties are done timely.  We not only ensure there is ample time to have the Tax Reporting signed, but we know the details. For example, if the signer is out of the country when the deadline approaches, we know it and have made pertinent arrangements.

A Variety of Tax Reporting is Available. We do all the necessary Tax Reporting for your plan. We prepare and advise the Plan Sponsor of the process and all its forms. Some of the most common forms we prepare: Form 5500 and all related schedules, Form 5558, Form 5310-A, Form 5307, Form 8821, Form 8881, Form 2848, Form 8955, Form 5330, Form 1099-R, Form 945

Tanner & Associates, Inc. – TPA since 1980
Retirement Success – Plan On It!
4536 Nelson Brogden Boulevard, Ste: 2, Bldg. D Sugar Hill, GA 30518
tel: (770) 614-4044 fax: (770) 614-4049