Whether it’s an employee benefit plan, a not-for-profit organization receiving grants, or a low-income housing development, we understand that each of these entities has unique goals, issues, and requirements. We work with these organizations to obtain a complete understanding of their situations in order to address their unique audit and tax requirements.
Employee Benefit Plans
- Compliance auditing and reporting under he Department of Labor’s Rules and Regulations of the Employee Retirement Income Security Act of 1974 (ERISA)
- Retirement plan audits including defined contribution (401[k] and 403[b]) and defined benefit pension plans
- ERISA and retirement plan consulting services to improve the operating effectiveness and to address regulatory compliance requirement needs
Not-For-Profit Organizations
- Compliance auditing and reporting under the Governmental Auditing Standards (Yellow Book Standards)
- Auditing and reporting under Generally Accepted Auditing Standards (GAAS)
- Reporting under Uniform Guidance
- Form 990 reporting