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If you are looking for a blend of personal service and expertise for your 401(a), 403(b), 457, or governmental plan problems, you have come to the right place! I offer a broad range of services for employers, third party administrators, attorneys, certified public accountants and independent professionals. I have a national practice and my rates are affordable.  I specialize in helping fix or uncover problems impacting retirment plans. Please call me for an initial consultation.

• Tax Services

  IRS Audit Representation or Voluntary Compliance Program (VCP) filings

• Consulting Services

  Retirement Plan Consulting Services

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