Employee Benefits Planning and Audits

Customized guidance on employee benefit plans, from experienced CPAs who save you time.

Our team of employee benefit plan specialists collectively possess over 75 years of experience.

For years, we have audited and advised clients on 401(k), 403(b), and profit-sharing plans as well as ESOP (Employee Stock Ownership Plans). Our membership in The American Institute of CPAs Employee Benefit Plan Audit Quality Center (EBPAQC) requires that we meet high industry standards and enhances our expertise in these areas.

Financial Reporting, Assurance and Accounting Services

To ensure that your organization is operating efficiently and managing risk well, we can evaluate your internal controls around the financial reporting process. We also can assist with compliance under the Employee Retirement Income Security Act of 1974 (ERISA) and Department of Labor and Internal Revenue Service regulations.

  • Audits, Reviews, Compilations
  • Internal Control Assessment
  • Compliance with ERISA, Department of Labor and the IRS

“Consistent focus on my specifics for tax returns.  Timely tax return preparation. Always willing to consider my requests, but dedicated to integrity in income and expense reporting.”

– John R.

Tax Planning and Services

Tax planning is a priority throughout the year. Long before your taxes are due, we’ll review the tax saving opportunities of various types of plans. When it’s time to file, Thompson Greenspon’s skilled accountants can prepare your Information Return 5500 to save you time.

Advisory Services

Need assistance with employee benefit plans? Our experienced accountants are ready to help. We offer consulting on Welfare and Pension Plans.

Our specialists are all seasoned professionals who have years of experience working within your industry. Reach out to us today to schedule a consultation.