2021 5500 Preparation – Due Date
If the total assets in your one-participant retirement plan, i.e., Solo 401k, are worth more than $250,000, you may have an annual Form 5500 tax filing requirement.
COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris is closed on Thursday, February 24th due to inclement weather.
During this time our team will be fully available via phone or email should you need assistance.
Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.