We are a Specialty CPA Firm

Employee Benefit Plan Audits

Changes are coming to your benefit plan in 2021 (was 2020)!
  • 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.


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.


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.


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

Changes are coming to your ERISA benefit plan in 2021!

The AICPA Auditing Standards Board issued SAS No. 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA, as amended is effective for 2020 or 2021 plan year financial statements (plan audits performed in 2021 or 2022).

The new Statement on Auditing Standards (SAS) No. 136 creates new reporting requirements and performance requirements for the highly specialized audits of ERISA financial statements. 

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Click on above for a copy of the AICPA's EBPAQC "Plan Advisory" on EBP SAS No. 136

Peer Review

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.