Employee Benefits Plans

Hallisey & D'Agostino LLP, Certified Public Accountants a trusted Hartford CPA firm has helped numerous small businesses throughout Connecticut set up employee benefit plans. We work in conjunction with a well-known pension plan designer and can prepare your plan documents modified to fit your particular requirements.

We provide the following services:

• Setting up of profit sharing and 401(k) plan documents
• Evaluations of qualified retirement plans (SEP, SIMPLE, 401(k), Profit Sharing, IRA, etc.)
• Financial statement preparation for the plan
• Individual participant's accounting
• Tax return compliance and filings
• Health benefit plans
• Contribution testing as required

Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer wealth and ownership in an equitable manner. We appreciate both the human and financial elements involved with these transitions.

We offer a FREE initial consultation. Call us today at 860-563-8271, Extension 222 and ask for Gerald J. Cibalskas or Extension 231 and ask for Michael A. DeSanto regarding our employee benefit plan services.