Technical assistance at your fingertips.

We prepare and file numerous governmental forms for our clients each year and are well-versed in the issues necessary to meet your benefits related compliance needs. Our approach to assisting clients with their reporting needs is comprehensive. CBS’s method does not merely involve collecting information and manually entering it into a software system to produce a draft return. Our team performs rigorous, comprehensive reviews of all financial data and plan documents to ensure accuracy with your filings.

We frequently assist clients with the preparation of the following returns:

  • Form 5500
  • Form 8955-SSA
  • Form 5330
  • Form 990
  • Form 990-T
  • Forms sometimes filed in conjunction with a Form 990-T:
    • Form 926
    • Form 8621
    • Form 8865
    • Form 8886
    • Form 5471
    • Form 90-22.1

Get in touch with us

We'll review your goals and objectives and see how we can best help you.