Employee Benefit Plans

 

The Benefits of Partnering with a Full-Service CPA Firm

Since the 1980s, when employee benefits plans began to gain a great deal of focus, we have built this area of our practice in much the same way we have built the rest: through diligence, expertise, and trust.

Today we serve our employee benefits clients across an array of industries with a systematic, focused and detail-oriented approach that helps ensure all policies and procedures line up with the mandates of the IRS and the U.S. Department of Labor (DOL). We annually audit plans ranging from defined contribution and defined benefit plans to ESOPs and Health and Welfare Plans.

Beyond Compliance

When auditing employee benefits plans, we help our clients steer clear of compliance-related investigations and potential fines, which can quickly cost a business in excess of $50,000. Making sure our clients are compliant with the DOL and IRS is at the core of our employee benefit plan services.

Clients appreciate our meticulous nature, our care for details, and our understanding of all levels of tax laws and compliance issues. They also see that what really drives our firm is our commitment to building and maintaining long-standing relationships.

 

“When you identify an issue during an audit that should have been corrected months ago, the DOL and IRS can still assess penalties on the plan. That’s why we do more than just show up once a year to perform the audit. We support our clients throughout the year, including regular check-ins, and let our clients know that we are always available as a resource.”

KATHY HAINES, SENIOR MANAGER