Employee Benefits, Pension & Profit-Sharing Plans
Design, setup, tax compliance, and advisory for employer-sponsored 401(k), defined benefit pension, SEP-IRA, SIMPLE IRA, and profit-sharing plans for businesses in Staten Island, Manhattan, and Brooklyn.
Strategic, Meticulous, and Attentive
When you engage David Valvik, CPA, PLLC for employee benefits, pension & profit-sharing plans, you gain direct access to a seasoned financial strategist. We combine traditional rigorous accounting principles with the latest developments in New York state and federal tax statutes.
Key Deliverables & Benefits:
Your accounts are managed by David Valvik personally, ensuring zero errors and deep familiarity with your financial history.
Complete adherence to IRS, NYS Department of Taxation, and local municipality filing deadlines and regulations.
We identify legal deduction opportunities, structure changes, and credit qualifications tailored to your situation.
Speak with David Valvik
Have questions regarding employee benefits, pension & profit-sharing plans? We are here to help.
Business Services
- Payroll
- Tax Management and Planning
- QuickBooks Help & Assistance
- Business Accounting
- Audits, Reviews & Compilations
- Assurance & Advisory Services
- New Business Formation
- Mergers, Acquisitions & Sales
- Litigation Support & Forensic Accounting
- Cash Flow & Budgeting Analysis
- Employee Benefits, Pension & Profit-Sharing Plans
Let's Look at the Numbers Together
Book an initial consultation at our Staten Island office or schedule a remote session via phone/video.