Business Consulting Services
Mary Rae Fouts, EA provides the following Business Consulting Services to clients:

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  • Tax Return Preparation and Planning for sole proprietor business owners and corporations, including those with tax obligations in multiple states.
  • IRS and State Taxing Authority Audit Representation
  • Retirement Plan and Pension Plan Matters, including Plan Selection, Compliance Issues, and Plan Contribution and Distribution Issues.
  • Insurance Matters:  Risk Analysis, Coverage Recommendations, Claims Assistance, and Annual Policy Reviews for:
         General and Professional Liability Insurance
         Business Property Insurance
         Business Interruption Insurance
         Health Insurance
         Life Insurance
         Disability Insurance
  • Employee Benefits:  Compliance Issues, Benefits Selection, Claims Issues, and Annual Reviews of Benefits.
  • Key Executive Benefits:  Key Executive Plan Issues, including Plan Recommendations and Annual Plan Reviews.
  • Construction, Engineering, and Architecture Projects:  Review of Insurance Policies and Bonds for Compliance with Project Requirements


 
Contact Mary at (510) 421-545or Mary@FoutsFinancialGroup.com.  Thanks for stopping by!