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Home | Retirement Services

Retirement Services

There are very few attorneys that understand and know how to set up an IRA/LLC. We have been setting up retirement accounts for nearly ten years and have advised thousands of clients on all of the in’s and out’s of IRA/LLC’s and 401k’s. Let us set up a unique structure for you that meets your retirement goals, saves taxes, and complies with current law.

IRA / LLC Set up

401k Services

IRA Tax Return Filing

IRA Valuations

Help me decide &gt

IRA / LLC SET UP

IRA/LLC Single Member

Up to a one Hour Attorney consultation to draft all necessary documents and file forms with the state and IRS. Also includes corporate seals and stock certificates, an operating agreement and a leather binder for safe keeping. Mailing charges, and publication costs are included.

From $1,200 + state filing fees

IRA/LLC Multi Member

Up to a one Hour Attorney consultation to draft all necessary documents and file forms with the state and IRS. Also includes corporate seals and stock certificates, an operating agreement and a leather binder for safe keeping. Mailing charges, and publication costs are included.

From $1,500 + State filing fees

401K SERVICES

Full Service Solo 401(k)

Includes the Solo 401k set up and all the docs you need and you will be scheduled a one hour consult with an attorney so that you can be fully versed in Self-Directing and can ask your attorney questions about how the Solo 401k and set-up along the way.

Starting at $995

Documents Only

Includes the Solo 401k set up and all the docs you need, but no consult. A good option for those who know what they are doing or who are relying on their CPA or other advisors for questions. If assistance is required, it is billed hourly by the paralegal or attorney.

Starting at $495

IRA Tax Return Filing

990-T Tax Return Preparation & Filing

Upon receipt of your Quickbooks or other bookkeeping files, we will prepare and file a 990-T Tax Return for your IRA. The fee range varies depending on the number of properties or sources of income. We can quote you once we know the activity in your IRA. Consult time with firm lawyers is billed separately.

From $750 + Attorney Billing Time & State filing fees

UBIT Bookkeeping

If bookkeeping is required to file the return then bookkeeping will be billed at an hourly rate of $100.

This service would be delegated to our sister company K&E Accounting.

Starting at $100/hr

UBIT/UDFI Tax Analysis

If you are planning on entering into an investment where UBIT or UDFI tax may be due, we can run an analysis of the investment and planned income and returns to calculate what UBIT or UDFI Tax may be due.

From $350 + Attorney Billing time & State filing fees

IRA Valuations

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Starting at $550

Save time & money

Get your taxes and business set up right for your business the first time, and avoid wasting time and money unraveling a mess later on.

One-stop shop

Whether you want to start a business, make it more financially efficient, or just keep it running smoothly, we have the resources for you.

Small business oriented

Our experts are empowered to form true partnerships with businesses—and are excited to celebrate your success with you. Working with us is different—and we’re ready to prove that to you.

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