Tara Brooks Email & Phone Number

I have worked in public accounting since 2007. In 2008, I transitioned from traditional accounting services to retirement plan compliance services for qualified retirement plans.I provide accounting and compliance services primarily to retirement plans for closely held businesses. I consult with clients on plan design and provide on-going plan administration assistance. My knowledge extends to daily valuation products at a variety of investment platforms and traditional balance forward plans.In addition to plan administration and compliance services, I have comprehensive knowledge of special correction programs offered by the Department of Labor and Internal Revenue Service for the correction of compliance errors. I specialize in the preparation of filings submitted to the Department of Labor through its Voluntary Fiduciary Correction Program, related to the late remittance of employee 401(k) contributions and loan repayments.

Listed skills include Accounting, Valuation, Investments, Retirement Planning, and 4 others.