Manage Your Finances with FIG Tax & Accounting Services

401(K)

401(K) Retirement Savings

A retirement savings plan that allows employees to set aside a portion of their paycheck for investment. The money grows tax-free until it's withdrawn.

A feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts.

Ready to file your business taxes? Don’t worry! Fiscal Integrity Group can help you file your taxes and optimize your tax bill. Contact us! →

Individual Retirement Accounts (IRA)

An individual retirement account (IRA) is a tax-advantaged investment account designed to help you save toward retirement. IRAs are one of the most effective ways to save and invest for the future.

An IRA offers a tax-advantaged way to save for retirement. Depending on what type of IRA you use, it can reduce your tax bill when you make contributions or take withdrawals in retirement. Investment gains are tax-deferred (for a traditional IRA) or tax-free (for a Roth IRA).

IRA: Key Points

Contribution Deadlines

By tax filing deadline for previous year.

Early Withdrawal

10% penalty before 59½, plus income tax.

RMDs

Start by April 1 after turning 73 (2024).

401(k) & IRA Penalties and Rollovers

1. RMD Failure
2. Excess Contribution
3. Rollover Rules

Switching Between Retirement Accounts

401(k) to IRA

Possible upon leaving employer. Direct rollovers avoid 20% withholding.

Traditional to Roth IRA

Anytime. Taxes owed on converted amount. No early withdrawal penalty.

Book A Free Consultation

Drop us a line! We are here to answer your questions because the first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.

Get Started Contact Us

Client's Testimonials.

Our clients' success stories speak volumes about our commitment to excellence and personalized service.

At FIG, we ensure you only pay your fair share of taxes, nothing more, nothing less.
In addition to tax savings, we offer comprehensive bookkeeping and payroll services to keep your records accurate and up to date.
Choose F.I.G. for assistance that drives growth.

Our Locations:

Los Angeles
11400 West Olympic Blvd Ste 200
Los Angeles, CA 90064
Sacramento
2108 N St Ste 5572
Sacramento, CA 95816
Temecula (Mailing Address)
41593 Winchester rd Ste 200
Temecula CA 92590

NMLS #1939042

CA DRE #02058584

Privacy &Terms

Contact Us Today, Let Us Bring Lights To Your Finances !

Disclaimer

Legal and Service Clarification: Fiscal Integrity Group (FIG) operates as a financial services company, not a legal practice. Our team does not include attorneys, and we are unable to offer legal counsel of any kind. Any information or guidance provided through our services or website should not be considered a substitute for advice from a qualified attorney. Legal matters require professional legal consultation.

Our Professional Qualifications: At FIG, our team is comprised of professional bookkeepers and payroll specialists. We do not offer services as Certified Public Accountants. Our expertise lies in financial recordkeeping, payroll processing, and tax preparation assistance.

Service Scope: While Fiscal Integrity Group provides tax consultation and financial services to various industries including real estate, our expertise is strictly limited to financial and tax-related matters. We do not provide specialized advice regarding real estate investments, property management, or other industry-specific operations.

Marketing Disclosure: Please be aware that all numerical figures, financial amounts, and statistical data presented in FIG's marketing materials—including our videos, images, audio presentations, website content, and other promotional materials—are used for illustrative purposes only. These figures do not represent guaranteed outcomes. Financial results vary significantly from one client to another based on individual circumstances, market conditions, and numerous other factors.

Share by: