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Benefits Planning Tailored to Your Evolving Needs

At Barton, Walter & Krier, we provide our clients with the highest quality benefits planning tailored to the unique needs of your business and retirement plans. As your trusted ERISA partners, we offer comprehensive audit, tax preparation, and advisory services across the entire retirement plan spectrum to help you meet the challenges of today’s ever-changing regulatory landscape and reporting with the Department of Labor.

We work with companies of all sizes and in all industries to conduct detailed assessments and provide expert guidance to ensure you stay in compliance from day one. Our continual investment of time, resources, and state-of-the-art technology ensures you receive best-in-class service regardless of where you are in the planning process. We’re committed to helping you stay abreast of your tax and accounting reporting responsibilities giving you peace of mind your needs are met now and in the future.

Our ERISA services include: 

Audit

  • Financial statements for retirement health and welfare plans
  • 401 (k) and 403 (k)
  • Profit-sharing plans
  • Employee Stock Ownership Plans (ESOP)

Tax Preparation

  • Preparation and filing of 5500 with DOL
  • Other filings with IRS or Department of Labor

Advisory

  • Experienced ERISA professionals dedicated to client service
  • Proactive and personalized service and advice
  • Service clients with wide variations in retirement plan options

Contact us today for more information or to speak with one of our expert ERISA advisors.
 

Our Process

At Barton, Walter & Krier, we’re passionate about creating value for all our clients.

CLIENT TESTIMONIALS

What our clients are saying

BWK has provided Milestone Systems Inc. the same capabilities as the big firms would, while simultaneously providing a high tough, "Big fish in a small pond" type of feel, that we just wouldn't get from those same Big Name firms."

Michael Kohler, President Milestone Systems, Inc.
Manufacturing Industry
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Barton, Walter & Krier, LLC delivers the highest quality professional services, with a superior level of client attention. They are reliable, accessible and responsive to our needs.

Dave Gonyea, President of Gonyea Homes & Remodeling
Manufacturing Industry
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Similar to our machine shop, Barton, Walter and Krier, LLC delivers high quality services that we can count on. We receive their full attention from experienced CPAs who have the ability to think outside the box.

Frank Pichelman, President of Ardel Engineering & Manufacturing, Inc.
Manufacturing Industry
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The staff at Barton, Walter & Krier, LLC have served us for many years. They have helped us guide our business through the many challenges that small businesses encounter. They know our business inside and out and serve as a great sounding board.

Kent Eveland, President of Scamp Trailers
Manufacturing Industry
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INDUSTRY-SPECIFIC KNOWLEDGE

We focus on industry trends—you can focus on your business

Your industry is unique, with its own set of challenges and requirements for success. That’s why a one-size-fits-all approach usually doesn’t work in today’s volatile economic environment.

Our expertise and tailored, hands-on services help leverage your core competencies and resources so your business stays on track every step of the way.

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Manufacturing

The manufacturing industry faces a litany of challenges that require strategic planning, acute insight, and operational expertise. We can provide innovative, tailored accounting and assurance solutions.

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Real Estate / Land Developers

We analyze key market-drivers such as interest rates, labor shortages, and government regulation to assist real estate clients with both short- and long-term goals in this highly competitive industry. 

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Construction

Construction professionals face a unique set of opportunities and challenges. Working with a tax specialist who understands your business’s goals and desired outcomes is the first step toward profitability, growth, and long-term financial success.

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Service

As a services professional, ensuring your business stays financially sound and profitable is crucial for long-term growth. We can help your business navigate the complexities of the healthcare, legal, and technology industries.

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Distribution

Navigating the ever-changing economic landscape can be challenging for many distributors and logistics professionals. Our experienced team of CPAs and tax specialists can help address your specific needs and keep your business moving forward.

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ERISA

We offer comprehensive audit, tax preparation, and advisory services across the entire retirement plan spectrum to help you meet the challenges of today’s ever-changing regulatory landscape and reporting with the Department of Labor.

WHAT MAKES BWK DIFFERENT

Personalized attention and innovative, value-added solutions

UNPARALLELLED TEAM

Our knowledgeable team of CPAs and tax professionals builds lasting relationships with clients. We’re dedicated to your growth and long-term financial success.

PROVEN PROCESS

We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.

 

Schedule a FREE Consultation for your business today!