15305 Watsonville Rd
Morgan Hill, CA 95037
(408) 365-0202
Specialists in Corporate Benefits Plan
Compliance, Audits and Reporting
  • 401(k) Plans
  • 403(b) Plans
  • Employee Stock Ownership Plans
Slide backgroundFour Decades of CPA ExperienceDedicated Focus on
Employee Benefit Plan Audits
Efficient, Refined Processes for a
Quick and Painless Audit
Slide background"Contact Us, And Learn How
Our Experience Can
Simplify Your Audit"

A Specialist Employee Benefits Audit Firm

Our firm offers Employee Benefit / 401(k) plan audit and consulting services to our clients. Our business focus and experience level enables us to provide our clients with personalized service and a high level of expertise that allow us to complete the audit faster, more accurately and with less disruption to your business.

Who Needs Our Services

If your company has a pension plan with 100 or more participants at the beginning of the plan year, you have a "Large Plan" and may be subject to independent audit and reporting requirements. Click here to learn more about compliance.

On-Site Audits

The audit process naturally involves some level of on-site time with your staff and records. Our decades of experience will help minimize the disruption to your business and expedite this process. Learn what to expect in the on-site audit, and how to prepare.

Request Information

We would be happy to provide you with more information on our services. Our pricing is on a fixed-fee basis in order to help you manage your budget planning and approval. Please complete the request form and we will respond with a detailed quote.