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The 5500Tax Group Difference

Employee Benefit Plan reporting is our area of knowledge and expertise.  Whether you are a plan administrator, actuary, accountant, retirement plan manager, ERISA attorney or a TPA, we give you the freedom to focus on business… not complex reporting and compliance requirements.

With offices all over the country, we are large enough to meet your needs, but still small enough to give you the individualized services you deserve.

5500 Tax Group

Reducing the Headache of Employee
Benefit Plan Reporting

Employee benefits tax compliance is an ever-changing, often complex process to maneuver through. Not only do you have a host of other things to do for your employees or clients, you probably do not have the time to keep up with a myriad of potential forms, filings, laws and regulations required to keep you compliant.

Our Knowledge & Experience

Our leadership team has been working together for over 30 years and for the last 18 years, we have worked to fill the gaps that we saw in employee plan management. Each of us originated from a “Big 4” accounting firm. Combined we have over 100 years of experience.

And here is what is important for you:  All of the work we do for you is either prepared by or reviewed by a Certified Public Accountant (CPA) in good standing and/or Certified Employee Benefits Specialist (CEBS).  This can give you the peace of mind to know that you are in good hands.

What We Help You With

Our comprehensive services give you everything you need from 5500 filing requirements, to Forms 720, 8955-SSA, M-1, 990, 990-T, 5330 Form filings along with ERISA Wrap Document Service and Non-Discrimination Testing Service for Cafeteria Plans for your plan year.

Not only that, we also maintain alliances with professional and trusted auditors and consultants throughout the country to expand service solutions for you.

Many of our clients have transitioned from using two or more vendors to one. Us. Check out our testimonials and see the satisfaction!

Employee benefit plan taxes

Benefits of Our Services

There are many benefits to working with us, but here are a few:

  • Electronically file Form 5500 quickly and easily
  • Avoid filing penalties
  • Reduce Form 5500 preparation costs
  • Save time
  • Focus on human resource needs

And most of all, you will receive advice from seasoned professionals!

Our Easy 1 – 2 – 3 Process

Whether your project involves tax forms to complete, document preparation or testing, we have an easy process from beginning to end!

1
Contact
Discuss
Solution
2
Engage
Gather
Prepare
3
Review
Submit
Complete

Helping You Stay Focused & Saving You Time

In short and to reiterate, 5500Tax Group gives employee benefit plan sponsors the freedom to focus on business issues — and not complex governmental reporting and compliance requirements.

Our nationwide team of employee benefit tax compliance professionals offers the expertise of a “Big 4” firm yet provides hands-on personal service at an affordable price.

Contact us today and see how we can make your life easier!

S Herrle-Henderson Brothers, Inc.

Ann Myers has been a trusted advisor and our Form 5500 filing partner for well over 15 years.   As leading experts in the Employee Benefits industry with a significant number of local and national clients, we rely heavily on Ann to prepare a large number of health and welfare 5500 forms every year for our clients.   Regardless of whether she is providing guidance for a client that is filing for the first time, suggesting changes on what should be reported in a 5500 form, providing strategy to remedy a noncompliant plan, or walking an employer through the DFVCP filing process, we know our clients are receiving the best advice from one of the most knowledgeable experts in the industry.

M Fair-USI Insurance Services

Our team has worked with Ann Myers and the 5500 Tax Group for many years. Ann makes the whole 5500 process as painless as possible and personally engages with each client. We have continued to use Ann for the “personal” touch and level of details that Ann brings to her work. Our team has 100% confidence in Ann executing on filings, details and deadline. Ann brings a positive attitude, years of experience and her expertise to every engagement. Our client and team enjoy working with Ann and USI would absolutely serve as a reference.

A Cox-Wabtec

Wabtec has worked with Ann Myers of the 5500Tax Group, Inc. for the past 15 years.  She manages all of the details for our 5500 preparation.  She prepares the 5500s for our Pension Plan, Savings Plan, and various Health and Welfare plans.  She also completes the PCORI filings and Summary Annual Reports.  All is done efficiently, effectively, and reasonably priced.  Ann coordinates with our auditors, record keepers, and our ERISA attorneys to gather all required information and get any answers required.  Definitely recommend!

E Powell-Seubert & Associates, Inc.

Ann at 5500 Tax Group has been a great partner for the past twelve plus years.  We find the process in working with 5500 Tax Group for client Form 5500 filing requirements has been simple, efficient, and timely. Ann has been particularly helpful in guiding mutual clients through the Department of Labor Delinquent Filer Voluntary Compliance Program (DFVCP) with an easily understood step-by-step explanation for all parties involved. We look forward to working with Ann for many years to come.

W Wang-L&W Infoserve Co.

In June 2022, we received IRS notices with huge penalties (~$200K) as they didn’t receive F5500 – Annual Report of Employee Benefit Plan for 2019 and 2020 for our S Corporation.  We immediately started working with Amy Boyd from 5500 Tax Group.  Amy answered our questions with great patience, provided clear guidance and took appropriate actions on communicating with IRS.  With a lot of time and effort, she helped us resolve this issue that gave us so much stress.  We are grateful for her assistance and highly recommend her services.  She is professional, efficient, and friendly.

Briones, Briones International

Amy, Thank you for years of extremely knowledge and professional guidance regarding retirement plans including the filing of form 5500.  You have made the myriad of IRS regulations and alphabet soup understandable for a civilian. I am truly grateful for your patience and never hesitating to answer dumb questions.  Any client seeking your guidance and advice will be beyond pleased with your services.