Coordinating Your Business Financial Professionals
It’s vital for a person to coordinate all their financial, tax, legal, and insurance needs and professionals – and the same is true for any business.
At Lineweaver Financial Group and LFG Tax, we help clients with, payroll, tax issues, bookkeeping, tax planning, and everything a business needs to do to make sure they’re being compliant and withholding and paying their employees and associated taxes. And with some clients, we can use the ADP platform as a way to help scale our effectiveness.
For example, we can use ADP’s systems and software to offer additional services to clients, like HR services and human capital solutions, benefits administration, and even pre-employment services, which helps us scale to a company’s needs and helps us to be effective at a company of 1 or 1,000.
These services can save real time and money for businesses. According to PR Newswire, companies often spend several days of work each month and thousands in administration expenses, depending on the company’s size.
In addition to those services offered through LFG tax and our relationships with companies like ADP, we offer 401k and retirement planning services that can be coordinated with your payroll provider.
Having the right retirement plan is more important than ever. In the challenging labor market we’ve seen over the last year, a properly customized retirement plan and the other benefits your company offers can help you recruit top talent. As part of our coordinated services, we can provide a dedicated fiduciary who can oversee these benefits.
Not only can we put together solutions to help you and your employees maximize their retirement savings, but LWA has gone through the rigorous CEFEX Certification. Working with us, you’ll partner with Accredited Investment Fiduciaries who carry fiduciary responsibility for our clients, helping mitigate some of your fiduciary liability.
We also work with many business owners and executives to add profit sharing and cash balance plans to attract key employees and help employers and business owners put more pre-tax money away for retirement.
If you need help or want to learn more about the coordinated services we can provide you and your company, give us a call. Our whole team is here to help.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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