Small Business Retirement Programs

At Hallisey and D'Agostino LLP, Certified Public Accountants, we help Connecticut small businesses set up small business retirement plans.  Our services are designed to simplify the process for you by providing:

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

We work in conjuction with a well-known pension plan designer and can prepare your plan documents modified to fit your particular requirements.

Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer wealth of family businesses in an equitable manner over the past two decades.  We totally understand 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 106 and ask for Adelbert L. Hallisey regarding our service for business owners.

For more information, please fill out the following form and a representative will contact you: