For nearly 40 years, I’ve had the privilege of serving W3 Global Accounting clients by managing and maintaining their retirement plans with precision and care. My areas of expertise include plan administration and design, document preparation, government compliance and reporting, participant education and reporting, as well as distribution and loan processing.
In addition to my work with retirement plans, I also assist clients with the preparation of individual tax returns. My goal has always been to provide reliable, accurate, and compliant solutions that support long-term financial well-being for both businesses and their employees.
