How we Help our CPA PartnersTPA, Inc. has always had a strong relationship with CPAs and recognizes the importance of the TPA/CPA relationship. We typically include our clients’ external CPA on correspondence concerning plan design, contribution calculations, deposit deadlines and any other issues that might be helpful to the client’s CPA.
CPAs are encouraged to call us with pension questions even for their non-mutual clients. They know we have research tools that are specific to the pension world and have been known to help CPAs with unusual situations that can arise. During tax season, when CPAs are often strapped for time, many or our CPA partners will reach out to us for our experience and interpretation of the pension laws.
CPAs appreciate our proven process and how we proactively deliver all information they need at once. At TPA, Inc. we understand the essential requirement of synchronizing contribution calculations with what is ultimately deducted on the business tax return.
And that our plans rarely go on extension.