We understand that you have a lot of work on your plate and spending time with an inexperienced auditor for day after day reviewing the details of your 401(k) Plan isn’t something you look forward to. At Summit CPA Group, we are dedicated to efficient and effective employee benefit plan audits. They are our specialty.
Our auditors understand the intricacies of your benefit plan. We work with all the major plan providers and have over 100 audit clients and the list is growing. Our staff work remotely and will schedule the audit at your convenience. You won’t see us sitting in your conference room for days on end.
To request and gather the information for the audit, we use a specially designed tool that allows you to upload the needed information securely and at a time frame that is convenient for you. This tool also provides real-time updates on the status of all requests and any additional information that may be required.
If you would like to discuss Summit CPA Group’s audit process in more detail or need an audit for the first time, contact our office at (866) 497-9761. We’re here to help you navigate the world of the 401(k) audit as proficient as possible. We also offer flat-fee pricing so there are no surprises on your bill when the job is complete. For assistance contact our office at (866) 497-9761 to schedule an appointment.