Services Offered


Overview of Areas

Special Education, Tax, Employment, Worker Classification, Compensation & Benefits, Qualified Plan Services, Workers' Comp, Tax Audits, and Estate Planning

Tax-Specific Needs

  • Assistance with federal/state tax audits and negotiations
  • Federal income and employment tax reporting
  • Calculation of potential tax exposure and penalties
  • Drafting agreement and negotiations with the IRS
  • Worker classification, including analysis of appropriate forms
  • Fringe benefit federal and state reporting, withholding analyses, and corrections
  • FICA refunds


  • Employee manual review and creation 
  • Workers' compensation services
  • General employment litigation
  • Employment contracts
  • Federal compliance (ADA, FMLA, etc.)

Special Education

  • Expulsion hearings
  • Accommodations
  • Litigation
  • Compliance

Global consulting

  • Analysis of retirement, social security, and deferred compensation plans
  • Design and/or modify U.S.-qualified retirement benefit programs
  • Creation of a global philosophy for cross-border employees
  • Ensure compliance with home and host country tax and social plans
  • Federal, state and local payroll registrations and processing
  • Non-qualified deferred compensation planning
  • Short-term business traveler
  • Global and domestic compensation sourcing

Estate planning

  • Wills
  • Trusts
  • Special Needs Trusts

Qualified Plan Services

  • Compliance review
  • Review of summary plan descriptions across multiple channels
  • Consulting under the IRS and DOL voluntary correction programs
  • Assistance with related IRS, SEC and DOL required notices
  • Review and negotiation of vendor service agreements
  • Consulting on plan documents in mergers and acquisitions
  • ERISA reporting and fiduciary requirements
  • Review of state and local withholding and reporting requirements