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EMPLOYEE BENEFIT PLAN AUDITS

We are a Specialty Audit Firm

WHAT WE OFFER

  • A quality audit at a fair fee that complies with all reporting and ERISA 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; and

  • Responsive technical support during the plan year.

ABOUT OUR FIRM

At Jeffrey L. Offhaus CPA, LLC, we perform employee benefit plan work as our primary specialty area.

We have the unique experience required to efficiently perform audits of all types of employee benefit plans at a reasonable cost.

OUR SERVICES

As specialists in this complex and ever-changing area, we understand the impact of new regulations or policies to ensure your employee benefit plans are in compliance with federal laws and current accounting principles.

PLAN RESOURCES

At Jeffrey L. Offhaus CPA, LLC, we are committed to providing responsive technical support during the plan year.

HOT TOPIC

Timely Remittance of Employee Contributions - Primer

Peer Review
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Jeffrey L. Offhaus CPA, LLC received a "clean" unmodified opinion on its most recent Peer Review report.  The link to JLOCPA's Public File Listing is listed below (Firm No. 900004058505)

The firm is an active member of the AICPA and the AICPA Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center to help meet the challenges of performing quality EBP audits.

Jeffrey L. Offhaus​ selected and featured in AICPA Employee Benefit Plan Audit Quality Center promotional video.

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