Jeffrey L. Offhaus
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"One of the most important duties as a fiduciary is to hire a qualified, independent accountant to audit the plan’s financial statements."

Employee Benefit Plan Audit Services

Our areas of expertise include the following types of plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor:

  • Defined Contribution Pension Plans, including profit sharing plans, money purchase pension plans and stock bonus plans.  Examples include 401(k) plans, 403(b) plans and Employee Stock Ownership Plans, or ESOPs.
  • Defined Benefit Pension Plans
  • Health and Welfare Benefit Plan

We offer:

  • A quality audit at a fair fee
  • A quality audit which complies with all reporting and disclosure requirements
  • Efficient coordination with the plan sponsor, trustee and third party administrator before, during and after the audit
  • Continuity of engagement staff which eliminates the necessity to “train” new audit staff each year
  • Timely completion of reports in advance of filing deadlines
  • Tailored engagement procedures designed to minimize the time required of your organization’s accounting and HR personnel
  • Responsive technical support during the plan year

Our other services related to audits of employee benefit plans include:

  • Consulting services related to employee benefit plans
  • Preparing IRS Form 5500 and summary annual reports
  • Financial statement preparation including all required footnotes and schedules (non-attest clients only)

In addition to services related to employee benefit plan audits, Jeffrey L. Offhaus CPA, LLC also provides the following services:

  • Outsourced GAAP and SEC accounting and reporting services
  • Sarbanes-Oxley implementation and compliance assistance
  • Compilation and Review services
  • Consulting services