A review doesn't require us to study and evaluate company's internal controls or verify data with third parties or physically inspect assets. A review engagement can be a good middle ground, providing the advantages of a CPA's technical expertise without the work and expense of an audit. Investors and Banks often require reviewed financial statements from an independent CPA as part of their lending covenants.

Our knowledgeable and trained professionals work closely with the plan sponsor, trustee and administrator to insure that the auditing engagement is performed in accordance with generally accepted auditing standards. We consult with the plan administrator to insure that the Form 5500 filed with the DOL is in accordance with the Employee Retirement Income Security Act (ERISA) reporting and disclosure requirements.

During the audit process, we do more than fulfill a legal necessity. We look for potential risks that can trigger IRS audits, DOL exams, financial penalties and problems that prevent the plan from operating correctly. We can perform Full and Limited Scope Audits of defined benefit plans, defined contribution plans, and ESOPs; Assist with Plan Accounting and Financial Statement Preparation; and/ or Perform compliance reviews of defined benefit plans, defined contribution plans, and ESOPs