Services

Employee Retirement Plans

You always have options when you work with our accounting team. See how easy it is to get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.

Accurate Employee Retirement Plan Audits For Trusted Assurance

Our timely professionals will spend the time needed to understand your employee retirement plan history so you can make the informed decisions you need.

Find out how easy it is to get started with our team. Start talking with our CPA team in your free initial consultation by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201.

Comprehensive Employee Retirement Plan Audits for Fiduciary and Regulatory Compliance

Your organization's financial reporting needs are unique, but our skilled accounting and assurance professionals will make short work of your employee benefit plan reporting requirements — whether you are reporting to management, regulatory bodies, investors, board members, or for another compliance requirement.

Some of the employee benefit plan audit services we most commonly provide typically include plans such as:

  • 401(k), 401(a), and 403(b) plans
  • Employee stock ownership plans (ESOP)
  • Pension plans
  • Health and welfare plans

Other Audit & Advisory Services For Client Assurance

Audits offer you the highest level of CPA assurance. We also offer other financial statement analysis services including:

  • Financial Statement Audits
  • Financial Statement Reviews
  • Financial Statement Compilations
  • Employee Benefit Plan Audits & Consulting

If you need to provide financial assurance to your clients and stakeholders, then we can help you demonstrate your financials with our third-party auditing services trusted by hundreds of clients around the country.

Comprehensive Tax & Accounting Services

If you or your business needs accounting support beyond audit and assurance needs, we can support your current and future plans with a number of tax and accounting services, including but not limited to:

  • Bookkeeping
  • Business Valuation
  • Individual & Business Tax Preparation
  • Tax Planning
  • Litigation Support
  • Cash Flow Budgeting
  • & More

Our firm provides comprehensive accounting services to complement your financial auditing project work. Talk with our CPA team to learn more about the ways we can help your organization grow with an eye on your bottom line alongside industry compliance requirements.

Start Working With Us For A Proven Employee Retirement Plan Audit Strategy

Get started today by scheduling a free consultation with our team. In-depth employee retirement plan audits for your stakeholders can take time, but our team of CPAs have a broad range of experience that will allow them to quickly put together timely assurances for whatever your next project might be.

Schedule time with us today by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201. Our team of CPAs will work with you to identify the scope and urgency of your audit project and get you started as quickly as possible.

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