McKinney Frisco CPA Discusses SEP IRA Versus Other Options For Tax Savings And Retirement Planning

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Published 1 year ago

(469) 742-0283 - In this short video, Certified Public Accountant John Harman discusses situations when self-employed business owners may choose an alternative to funding a SEP IRA when looking to gain tax-free income with intelligent retirement and tax planning. He and his team serve those who live and work in Collin County including McKinney, Frisco, Plano, Allen, Fairview, Prosper, Celina, Melissa, Anna and nearby towns.

The firm is located at:
John Harman, CPA PLLC
1402 S. Custer Rd, S-102
McKinney, TX, 75070
Phone: (469) 742-0283

For more on taxes, here is the IRS website:

The firm won McKinney Online's "Best Of" award in 2019 for Accountant. Here is the link:

Here is more about his firm:

John Harman CPA PLLC

A full service CPA firm that continually offers small business
personal service to clients. Our excellent four member key staff has
over 50 years experience in tax and/or CPA firms.

Services provided:
Tax Preparation – 1040, 1065, 1120, 1120-S, 1041, 706, 709
Estate Planning
Retirement Planning
Business Consulting
Insurance and Annuities consulting as part of Retirement and Estate Planning

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
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