FOR CPA’s
We happily work with CPA’s to provide retirement plan solutions and help meet their clients’ strategic goals and objectives.
Lean On Us
We work alongside CPA's and auditors to get the most out of their clients’ retirement plans. Our responsibility is recommending the ideal plan design, plan and participant oversight, IRS/DOL compliance and providing support for fulfilling fiduciary obligations for the plan. If it’s an existing plan, we happily chime in and gather all the necessary information from prior recordkeeper and TPA. We analyze the plan’s current features and suggest any changes. We also prepare Form 5500 and share it with our partner CPA's and auditors and answer any questions they may have. All in all, team work at its best.
One Less Thing to Worry About
Being a CPA or auditor is more than just being a business advisor or providing financial statements because there are many tasks that you might have to handle that has nothing to do with retirement benefit. At NESA, we take the load off your back.
Innovative Plan Design & Beyond
We actively listen, professionally consult and deliver customized solutions that meet the goals and objectives of your clients. To make this happen, we work directly and collaboratively with CPA's and auditors. We don’t stop there: We keep the communication channel open at all times to ensure their clients are getting most out of their plans. NESA, as your partner, provides support in closing the deal, upkeeping and retaining your client’s plan.
NESA’s team takes the time to understand my client’s goals and objectives and then navigate them through the complexities of setting up a plan. Thanks to Mizan and his team, I’m able to help my clients save thousands in taxes every year. They make it easy for me and my valued clients.
Zachary Powell, CPA, Owner
Powell, Berlin & Fard Tax & Accounting
Partnering With NESA Plan Consultants
Our partner CPA’s who work with us appreciate the high-touch service they and their clients receive from our expert consultants. From new start-up plan design to existing plan conversion, we do the heavy lifting so that CPA’s and their clients can focus on what matters most. But we don’t just stop there.
We make it easy to grow your firm.
Contact Us
Call 818-275-1556 or e-mail us at mrahman@nesa401k.com to find the right retirement solutions for your client.
Collaboration & Support
Let NESA complement your expertise in order to close deals.
Grow your practice
Stay focused on your business. Increase your bottom-line. We'll handle your client's retirement plan complexities.
Ready to Partner with NESA Or Have Questions?