Global Accounting // Services

While the future can be uncertain, your retirement plan doesn’t have to be.

W3 Global Accounting offers specialized retirement planning services, so clients can make smooth transitions out of the professional world and begin realizing their life‐long dreams. Whether you are a sole proprietor, a partnership or a corporation, we serve business leaders in identifying and planning for new leadership, establishing succession and estate plans, identifying exit strategies, establishing company pensions plans and more.

Corporate‐sponsored retirement plans provide one of the few good tax shelters remaining and are integral in helping you recruit, retain and reward valuable employees. They can be structured to provide large benefits for business owners and key executives at a minimal cost, as well as providing qualified benefits for the company’s other employees.  Not only can we help you choose the right benefit plan for your business, but we can also include the most advantageous features or combination of features such as:

  • Safe Harbor 401(k)
  • Cross‐tested contributions
  • Age‐weighted contributions
  • Automatic enrollment

We can also collaborate with the investment advisor of your choice on your behalf. If you are not currently working with an advisor, we can provide you with some recommendations. Below you will find detailed information regarding our retirement planning capabilities.

We offer a full line of tax services for individuals and businesses.

Retirement Plan Services For Businesses

Retirement Plan Services For Medical Practices

Retirement Plan Services For Businesses

Succession Planning

We can help you establish a succession plan that allows new leadership to take the helm and continue growing your organization.

Estate Planning & Compliance

What you leave behind is subject to many regulations and stipulations, and we can ensure that it is in compliance with the law — as well as your vision for the future.

Exit Strategies

We help business owners develop exit strategies that enable them to retire or leave their business on their terms.

Financial, Retirement + Estate Planning for Executives & Employees

Whether you are an employee or a business leader, we can help you through the retirement process and ensure that what you get back is worthy of the time invested. These services typically cover individual retirement accounts, pension, and profit sharing plans, trust and participant accounting, feasibility and selection studies and participant reports.

Defined Benefit + Defined Contribution Planning, Analysis & Consultation

In a defined benefit plan, pension payments are calculated using a length of service as well as the salary that you made at the time of retirement. We can help you determine if this is the solution for you.

Third Party Pension Administration

Whether your company has a 401(k), a profit sharing plan, a defined benefit plan or cash balance plan, we can ensure that your pension is monitored and in compliance with the Department of Labor and Internal Revenue Code.

Ready to put us to work to achieve your financial goals?

Contact us today

Keep in mind; it is never too soon to get started.

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