Paul B. Sundin, CPA
(8 Reviews)
Before you ask what is a cash balance plan, you need to understand how a defined benefit plan works. But a cash balance retirement plan doesn't have that same annual limit rules like the 401(k) plan does. It is actually trying to contribute enough money so that you have a specific account balance when you retire (typically at age 62).
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In Business Since 2013
Sentiment Analysis
I am on the other side of the country, and I still refer my local clients to him because he is simply the best at what he does.
Got back to me very quickly and was able to give me great advise over the phone.
Paul Sundin has been doing my taxes for the last 12 years and he is an excellent CPA.
Incomparable services, I repeat, incomparable services.
I have used Paul for about 6-7 years and would never consider going to anyone else to help with our taxes.
Highly competent, honest, hard working, and really care about their clients.
One example is that I've emailed questions regarding various options for my annual open enrollment of benefits and he does respond quickly on how I would get the most benefit tax-wise based on my elections.
Paul Sundin is amazing and whether you dabble in real-estate, have a business or just need your personal taxes done, you won't find a more competent and compassionate tax professional.
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