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BUILDING RELATIONSHIPS WITH CPAS

As a CPA, your clients value your objectivity,
your integrity and your dedication to service.

These are the qualities that help make you a trusted advisor. At INTAC, we value and nurture the same kinds of relationships with our clients and partners. That’s why we believe we’re a great choice for CPAs looking to develop the best retirement and tax strategies for our mutual clients.

Changes in retirement plan regulations and plan design have increased the flexibility and power of Defined Benefit (DB), Cash Balance and Defined Contribution plans that likely affect your high-income clients. These changes have raised annual benefit maximums while broadening the range of suitable participants. Now, more than ever, these kinds of plans are especially appealing to self-employed, small-business owners or professionals looking for higher tax deductions and ways to build significant retirement savings.

Look to INTAC as your expert partner to design, deliver
and provide effective retirement plan strategies for your key clients.

With more than 45 years of experience in pension consulting and actuarial practices, INTAC is ready to collaborate with you to design optimal tax strategies and retirement plans for clients. We can help you design plans that increase tax deductible contributions and that can add significantly more in retirement assets - potentially accelerating the date of retirement.

  • I have enjoyed superior to superb customer service from Bill. Bill has been responsive, informed, engaged and a partner over the years. His advice and assistance have been invaluable.

    Ian
  • Deborah – I wanted to thank you for the excellent job you have been doing with our 401(k) clients over the past year. Your dedication to customer service and attention to detail is second to none in my 30 years of experience with TPA representatives.

    Mark
  • Read what other clients have said about their experience with INTAC...

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