Is Your Business Ready?
Our Onboarding Process
SRA takes time to learn about each unique business, its obstacles, and how an 831(b) plan can be a strategic solution. Our collaborative approach ensures all parties gain clarity on the process while building confidence in our operation.
Turnkey Solution
Typically takes less than 1 month
Customized
Enjoy the peace of mind that comes from knowing the business is protected against the unexpected.
Built on Law. Backed by Experience.
What You Can Expect From Us
Initial Design of 831(b) Plan
Preparation of Plan Documents and Risk Assessments
831(b) Plan Transaction Approvals
Monitor Compliance of 831(b) Plan Rules and Guidelines
Compliance Filings of 8886, 1099-DIV and Meeting Minutes
Annual Tax Return
Claim Services
Annual Renewals
