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Employee Benefit Tax Compliance Services: Who We Serve

5500Tax Group is your trusted partner for comprehensive employee benefit tax compliance services. We specialize in providing tailored solutions to a diverse range of clients, including:

  • Plan Sponsors
  • Plan Administrators
  • Insurance Brokers
  • Actuaries
  • Accountants
  • Retirement Plan Managers
  • ERISA Attorneys
  • Third Party Administrators (TPAs)

We understand that your day is busy.  You could be:

  • Interacting with employees and outside organizations to keep everything running smoothly
  • Assessing and managing financial risk
  • Maintaining and analyzing financial records
  • Overseeing and managing retirement plans, enrollment and eligibility
  • Offering legal advice and counsel
  • Providing various administrative services to a business
5500 Tax Group

We are here to serve you in any way we can with employee benefit tax compliance.  With our expertise and dedication, we ensure that your employee benefit plans remain compliant with tax regulations, allowing you to focus on your core business objectives.

We provide:

  • Signature ready returns
  • WRAP Plans
  • Knowledge
  • Repeatable process
  • Responsiveness


  • Timely filings
  • Reminders
  • Quick efficient work
  • Reasonable Cost

We are a vendor you can count on!

Employee benefit plan taxes

There are several reasons why a company might decide to use an outside tax compliance service like 5500Tax Group.

Some of these reasons include:

  • Using an outside tax compliance service with knowledge and expertise on tax compliance regulations that an internal team might not possess.
  • It can be more cost-effective to outsource tax compliance services to a third party rather than hire a full-time employee to handle it in-house.
  • Tax compliance can be a time-consuming process, and an outside service can free up time for employees to focus on core business activities.
  • Tax non-compliance can lead to costly penalties. Using an outside tax compliance service can help ensure that all tax-related filings are done accurately and on time, avoiding potential fines.

Contact us today and start the conversation to see if using an outside service like ours can provide multiple benefits to you!

M Fair-USI Insurance Services

Our team has worked with Ann Myers and the 5500 Tax Group for many years. Ann makes the whole 5500 process as painless as possible and personally engages with each client. We have continued to use Ann for the “personal” touch and level of details that Ann brings to her work. Our team has 100% confidence in Ann executing on filings, details and deadline. Ann brings a positive attitude, years of experience and her expertise to every engagement. Our client and team enjoy working with Ann and USI would absolutely serve as a reference.

Briones, Briones International

Amy, Thank you for years of extremely knowledge and professional guidance regarding retirement plans including the filing of form 5500.  You have made the myriad of IRS regulations and alphabet soup understandable for a civilian. I am truly grateful for your patience and never hesitating to answer dumb questions.  Any client seeking your guidance and advice will be beyond pleased with your services.

E Powell-Seubert & Associates, Inc.

Ann at 5500 Tax Group has been a great partner for the past twelve plus years.  We find the process in working with 5500 Tax Group for client Form 5500 filing requirements has been simple, efficient, and timely. Ann has been particularly helpful in guiding mutual clients through the Department of Labor Delinquent Filer Voluntary Compliance Program (DFVCP) with an easily understood step-by-step explanation for all parties involved. We look forward to working with Ann for many years to come.

S Herrle-Henderson Brothers, Inc.

Ann Myers has been a trusted advisor and our Form 5500 filing partner for well over 15 years.   As leading experts in the Employee Benefits industry with a significant number of local and national clients, we rely heavily on Ann to prepare a large number of health and welfare 5500 forms every year for our clients.   Regardless of whether she is providing guidance for a client that is filing for the first time, suggesting changes on what should be reported in a 5500 form, providing strategy to remedy a noncompliant plan, or walking an employer through the DFVCP filing process, we know our clients are receiving the best advice from one of the most knowledgeable experts in the industry.

W Wang-L&W Infoserve Co.

In June 2022, we received IRS notices with huge penalties (~$200K) as they didn’t receive F5500 – Annual Report of Employee Benefit Plan for 2019 and 2020 for our S Corporation.  We immediately started working with Amy Boyd from 5500 Tax Group.  Amy answered our questions with great patience, provided clear guidance and took appropriate actions on communicating with IRS.  With a lot of time and effort, she helped us resolve this issue that gave us so much stress.  We are grateful for her assistance and highly recommend her services.  She is professional, efficient, and friendly.

A Cox-Wabtec

Wabtec has worked with Ann Myers of the 5500Tax Group, Inc. for the past 15 years.  She manages all of the details for our 5500 preparation.  She prepares the 5500s for our Pension Plan, Savings Plan, and various Health and Welfare plans.  She also completes the PCORI filings and Summary Annual Reports.  All is done efficiently, effectively, and reasonably priced.  Ann coordinates with our auditors, record keepers, and our ERISA attorneys to gather all required information and get any answers required.  Definitely recommend!