David Warrick CFP, EA, Owner

Solving Employee Benefit Issues with Technology Solutions

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Meet David Warrick CFP, EA

David Warrick, CFP EA has been an accounting and tax professional for over 30+ years, working primarily with businesses owners, the high net worth individual, and the executive seeking personal and business tax reduction advice. Upon graduation from college in 1980, Warrick worked as a financial advisor for several large investment houses in New York. He became a certified financial planner in 1991 to better help his clients with every aspect of their financial lives, including the best way of reducing taxable income on a personal and business level, as well as helping businesses with employee benefit consulting. Mr. Warrick also has the IRS designation of Enrolled Agent. What is an Enrolled Agent? An Enrolled Agent (EA) is a tax practitioner authorized by the United States federal government to represent tax- payers in affairs with the Internal Revenue Service (IRS). The United States Department of Treasury empowers EA's to represent taxpayers for any audits, appeals or collections.

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Insurance and benefits can be complicated, we can help.

Solutions from consulting through management.

A successful employee benefits program requires knowledge, planning, and execution of many components.

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Case Studies on how we help clients like you.

Explore our case studies to see how we are helping clients control costs and increase employee satisfaction.

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Compliance bulletins to simplify complex topics.

Read our health care reform bulletins to gain an understanding on how recent legislation affects your benefits program.

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The Tax Reduction Network
Case Studies

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As a business owner, you probably spend a great deal of money to provide your employees with a substantial package of benefits designed to protect their welfare and that of their families. At the same time, you probably also feel that your employees do not always appreciate the value of their benefits. If so, you are certainly not alone in your opinion, but there is something you can do about it.