401(k) Plan Administration

 

0.25% of plan assets; minimum fee of $2,000/year

Small business owners seeking to maximize tax efficiency and improve employee retention could benefit by implementing a 401(k) and profit sharing plan.

You'll receive a custom designed plan with the features that matter to you, a menu of intelligent investment options, custom model portfolios, one-on-one employee education sessions, and confidence that you are meeting your compliance requirements. 

Many clients benefit from discussing other business considerations as well like risk mitigation tools, payroll providers, and additional employee benefits for you and your team. 

Third party administration fees, internal fund expenses, record keeping fees, setup fees and compliance fees may apply.

Tax Preparation

Starting at $900 for businesses

$250/hour for one-off situations and complex needs

Clients can utilize the knowledgeable CPAs at XY Tax solutions to get business tax preparation and tax planning solutions. Tax reviews and amendments are also available.

If you've been thinking about formalizing your business entity or making a change to your business structure, the XY Tax Solutions team is a great resource to help you with the decision. 

 

The tax solution is virtual and is available to clients in every state. 

Available as an add-on service only. Mountain Flower Investments & Planning does not provide tax advice. 

 

Services for Businesses

Independent

Free to find the best solutions

Fee Only

No commissions
or product sales

 

Fiduciary

Your best interests come first
 

Impactful

Make a difference
with your dollars