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Employee Benefit Plans

Tax and Accounting Services for Employee Benefit Plans

Zapken & Loeb LLP specialists help employee benefit plans achieve greater sustainability through advice and services based on a thorough understanding of the employee benefit plan.

How we help you:

Zapken & Loeb LLP has a dedicated team of experienced employee benefit plan professionals. Our team members are regular attendees at state and national conferences. Our experience includes multi-employer, master trusts, defined contribution, and health and wefare plans.

Tax and Accounting Services:

Zapken & Loeb LLP are  available to assist you with the following tax and accounting services:

  • Financial statements - reviews, compilations, and audits
  • Full scope and limited scope audits
  • Financial reporting systems - review and implementation
  • Internal control audits
  • Tax planning and compliance including Form 5500 and Form 990 preparation or review
  • Assistance with Department of Labor and IRS correction programs
  • Assistance with operational, compliance, and regulatory matters
  • Common plan deficiencies, best practice recommendations, and industry trends

Leave the accounting to us.

If you’d like to learn more about our employee benefit plan tax and accounting services, don’t hesitate to call or fill out the contact form below. It’s that easy!

We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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