ERISA Audit and Consulting Services:

  • Internal control reviews
  • Plan design assistance
  • Summary Annual Report
  • Tax qualification issues assistance
  • ERISA compliance and disclosure consulting
  • Safe harbor plan issues


  • ERISA audits in compliance with GAAS and EBPAQC standards
  • Concurring review and EQCR assistance for CPA firms performing ERISA audits
  • Training for CPA firms performing ERISA audits
  • Efficiency review of ERISA audit documentation and streamlining strategies
  • Preparation of Form 5500 series, 5330, and 8955-SSA
  • Corrections assistance in conformity with IRS guidelines
  • Delinquent Filer Voluntary Compliance Program assistance

Construction and Small Business CPA Services:


  • Tax planning
  • Tax form preparation
  • Entity selection
  • Reviews and compilations of financial reports
  • Internal control reviews
  • Job cost assistance
  • Overhead allocation assistance
  • Claims accounting
  • Construction taxation issues

Strategic CPA and ERISA Consulting Services

A sampling from our service offering follows: