Find out all professional services offered at Windroot and how we can help your business grow.
Leveraging best-in-class technology to provide comprehensive accounting and advisory services.
High-quality audit services to help your plan sponsor meet regulatory requirements.
Dedicated team focused on your business. On-time financials. Keeping you compliant and tax ready.
Start, build, and grow your own for-profit, small business or non-profit organization.
Address challenges and uncover opportunities with consultants focused on protecting and enhancing your Business value.
Payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.
Stay tax-ready all year long. Expert CPAs for you to make informed decisions and save on taxes.
Comprehensive financial planning to maximize your wealth. We make wealth management simple, easy, and affordable.
Cloud and hybrid technology solutions to help digitalize your business.
Updates, news, and best practices.
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Retirement plans are intricate. As the plan sponsor, you execute the legal responsibilities of the plan. You’re trusted to keep the plan in good standing. Ensure your co-workers will reap the benefits. As experts in employee benefit plan audits, we know the Department of Labor (DOL) and IRS requirements of your plan. Which reports and forms you need to file.
We analyze and evaluate financial statements and supporting schedules. Eligibility. Contributions. Distributions. Prohibited transactions. We show you where operations could be improved. Where to strengthen controls. How to achieve greater plan efficiency. We work to protect your plan participants and the plan’s financial integrity. We find out whether plan funds are available to pay benefits now, tomorrow, and farther down the road. So you can determine the right course of action.
Contact us if you're ready to get started or would like more information regarding our audit services.
Our firm is in Schaumberg, IL. Most of our clients are located in the surrounding areas. But our reach expands across all 50 states.
Last year, 1000+ small business owners connected with Windroot to save time, money, and stress.
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The is a complimentary resource that allows clients to exchange important documents and information with Windroot CPAs.
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Feel free to contact us, and we will be more than happy to answer all of your questions.
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