BORSA

A BORSA plan is a self-directed 401(k) plan that allows you to infuse equity from your existing retirement plan(s). This equity can be invested in qualifying employer securities in your company.

Full service CPA firm with nearly 30 years of focus on small to mid-sized companies and their owners. We provide individuals and businesses with all traditional services such as bookkeeping, reporting, planning, and auditing. We also have a variety of services to help entrepreneurs start, grow, and exit their business in the most profitable tax efficient manner possible. Our BORSA plan can help entrepreneurs access their 401k/IRA funds to start or buy a business, our RMaP plan helps business owners manage risks in tax efficient ways, our STEP plan helps the business owner transition out of business ownership in a strategic way. Contact us today to learn how we can assist you and/or your business.

		From	To	From	To	From	To
Monday	Open	7AM	7PM
Tuesday	Open	7AM	7PM
Wednesday	Open	7AM	7PM
Thursday	Open	7AM	7PM
Friday	Open	7AM	7PM
Saturday	Closed
Sunday	Closed