SIMPLE IRA Plan – The Burns Firm – Advisors of Complex Financial Matters

Take Advantage of SIMPLE-IRA Catch-Up Contributions

February 10th, 2026|Categories: Accountant, accountant near me, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, IRA, SIMPLE IRA Plan, Tax, tax accountant, tax accountant near me, Tax Advisor, The Burns Firm|Tags: CPA, cpa near me, Dallas CPA, Simple IRA, SIMPLE IRA Catch-Up, tax, tax accountant, tax advisor, The Burns Firm|

If you participate in a SIMPLE-IRA and are age 50 or older, you can make so-called catch-up contributions that are above and beyond what younger participants can contribute. These [...]

There’s Still Time to Set Up a SEP and Reduce Your 2025 Taxes

January 27th, 2026|Categories: Accountant, accountant near me, Accounting, Burns Firm, Business, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Dallas tx accountant, IRA, SEP, SEP-IRA, SIMPLE IRA Plan, Small Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Breaks, Tax Credits, Texas CPA, The Burns Firm, Traditional IRA|Tags: CPA, cpa near me, Dallas CPA, IRA, SEP, SEP and Your Business, SEP vs IRA, Should I setup a SEP, tax, tax accountant, tax advisor, Texas CPA, The Burns Firm|

If you own a business or are self-employed and haven’t already set up a tax-advantaged retirement plan, consider establishing one before you file your 2025 tax return. If you choose [...]

Explore SEP and SIMPLE retirement plans for your small business

May 1st, 2025|Categories: Accountant, Burns Firm, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Retirement, Retirement Plan, Savings Incentive Match Plan for Employees, SEP-IRA, Services, SIMPLE, SIMPLE IRA Plan, Simplified Employee Pension, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: CPA Dallas, cpa near me, IRS Requirements For Retirement Plans, retirement plans, Savings Incentive Match Plan for Employees, SEP, SIMPLE, tax advisor, The Burns Firm, What is a SEP|

Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple [...]