As a self-directed retirement account holder, you know there are specific IRS reporting requirements you need to follow

But if you’ve tried to fill out the forms yourself, you probably weren’t sure if you did it right. Or maybe you made some errors in the past and had to pay IRS penalties.

Many of the required forms for your situation are somewhat specialized, and not every CPA or financial advisor has the knowledge to help. That’s where we come in. King Palm Business Services has unique experience with these reports, so you can stay in compliance and reduce the taxes on your investments.