ABOUT US
Your Partner for Self-Directed 401(k) Documentation and Administrative Support
We specialize in providing accurate, IRS-compliant documentation and administrative support for self-directed 401(k) plans, helping business owners establish, maintain, amend, or conclude their plans with confidence. Focusing exclusively on plan administration, we work with clients, advisors, and financial institutions to ensure all paperwork is properly prepared, updated, and compliant, allowing our clients to focus on their investment strategies while we handle the administrative details.
1000+
Happy Clients
25+
Years of Experience
1000+
Plans Set up
OUR VALUES
Guided by Principles, Committed to Precision
Our values shape how we prepare documentation, support clients, and uphold the highest standards of compliance in every engagement.
Accuracy
We ensure plan documents are prepared with meticulous attention to detail and in full alignment with current IRS requirements.
Compliance
We prioritize adherence to regulatory standards so that plan paperwork remains current, complete, and dependable.
Service
We focus on responsive support, clear communication, and administrative guidance that facilitates smooth plan operations.
Professionalism
We uphold ethical conduct, transparency, and integrity in every interaction with clients, advisors, and institutions.
HOW IT WORKS
Straightforward Steps to Establish and Maintain Your Self‑Directed 401(k) Plan
Getting started with Tax Academy is simple and stress-free. In just three easy steps, you’ll have IRS-compliant, professionally prepared plan documents and administrative support designed specifically for your self-directed 401(k) plan.
01
Initiate Your Documentation Process
Start by providing basic plan information and requirements so we can begin drafting your customized, IRS‑compliant plan documents.
02
Document Preparation & Coordination
We prepare and deliver all necessary administrative paperwork, coordinate with your advisor and financial institution, and handle amendments or updates as needed.
03
Ongoing Support & Compliance Updates
As regulations evolve or your plan needs change, we provide updated documentation and administrative guidance to keep your plan compliant and operating smoothly.
PRODUCTS
Flexible Plans for Every Business
Choose the plan that fits your business needs. Whether you’re just starting out or scaling up, Tax Academy has the right solution for you.
Ready to Simplify Your 401(k) Plan Administration?
We provide expert, IRS-compliant documentation and administrative support to help you establish, maintain, and manage your self-directed 401(k) plan with confidence.
We support business owners by providing the documentation and administrative framework required to establish and maintain compliant self-directed 401(k) plans.
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