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401K Audits Performed Virtually

Changing the way people think about accounting.

We Specialize in 401(k) Audits

401(k) plans are governed by ever-changing rules and regulations issued by the IRS, DOL, ERISA, and the Social Security Administration. These audits are complex.  We will "guide you through" them rather than you having to "stumble through" the process.

We offer the following:

  • Help determining if you are required to have a 401(k) Audit
  • Experience with the rules and regulations of 401(k) plans.
  • Experience in working with your third-party administrator.
  • The same audit team from year to year.
  • Quick turnaround to enable you to timely file form 5500.

Note: We also offer 403(b) audit services for nonprofits.

"I wanted to take a quick moment to tell you what a fantastic job Lisa & Kim did on our 401(k) audit. This is the third year your company has performed an audit for us. Lisa & Kim’s expertise, professionalism, and demeanor is second to none. They gave me the additional push when needed to get this done in a timely manner. All in all, I couldn’t be more pleased. Please ensure they are recognized accordingly."
- John A. Farrell III, KSJ