We are moving, effective July 27, 2026. Our employees will be remote from July ​10-27, 2026, and will still be accessible via email, Zoom, and phone.

401(k) Audit Extension Deadline Is October 15

If your organization sponsors a 401(k) plan and filed for a Form 5500 extension, your final deadline to complete the audit and file is fast approaching: October 15.

Erroneous CP161 Notices for 2024 Form 1041 Filings

Did you receive a CP161 notice from the IRS? It’s possibly an IRS error.