Employee Benefit Plan Audit 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.  Jeffrey L. Offhaus CPA, LLC has the unique experience required to perform efficient and effective audits of all types of employee benefit plans.  We currently serve plan sponsors of all sizes in a wide variety of industries.

Plans Audited
Download AICPA's Advisory on EBP Financial Statement Audits
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  • Defined contribution, including 401(k) and 403(b) plans

  • Defined benefit plans

  • Health & welfare plans

  • Limited and full scope audits

  • Single and multiple employer plans

Other Services
  • Consulting services related to employee benefit plans

  • Preparing IRS Form 5500 and summary annual reports

  • Financial statement preparation including all required footnotes and schedules (non-attest clients only)


Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report.


240 Redtail Road, Suite 12B
Orchard Park, NY  14127





Please send requests to:

Jeff Offhaus
Jeffrey L. Offhaus CPA, LLC
240 Redtail Road, Suite 12B
Orchard Park, NY  14127

Or via email at jeff@offhauscpa.com

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