Employee Benefit Audits, Audit Accounting, CPA, Limited/Full Scope Audits, Form 500 Preparation, Pension Plans, Health and Welfare, Plan Administrator, ESOP, Profit Sharing in Tempe, Scottsdale, Casa Grande, Phoenix Arziona

Arizona's largest locally owned accounting firm providing professional services in Tempe, Scottsdale & Casa Grande!

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Employee Benefit Audits

Employee Benefit Audits

Partner in Charge - Christine Brueser, CPA

Any Auditor Can Audit My Employee Benefit Plan - Right?

No, not necessarily. An incomplete, inadequate, or untimely audit report done by an inexperienced auditor can result in penalties assessed against you as the plan's administrator. Protect yourself from this possibility by selecting an experienced and reliable auditor. It's critical for both you and your employee benefit plan.

As the plan administrator, you have a legal responsibility to file a complete and accurate annual return/report for your plan each year. A high-quality employee benefit plan audit helps you meet that responsibility.

An Experienced Audit Team is a Must

A quality employee benefit plan audit requires a specialized team of experienced professionals, not audit generalists. At Henry & Horne, we have developed a division of employee benefit plan audit specialists, who are well versed in ERISA compliance and performance of ERISA-based employee benefit plan audits. Henry & Horne is also a member of the AICPA Employee Benefit Plan Audit Quality Center, which means we adhere to the highest standards in performing quality employee benefit plan audits.

Staff Continuity + Audit Customization = Audit Efficiency

We offer continuity of engagement staffing, which is not often found at many of the large regional or national accounting firms. Efficient customized engagement procedures are designed for each audit to minimize costs and the time required of your company's accounting and HR personnel. We also work with many local and national plan administrators to facilitate the receipt of plan data for the audit process. In addition, we have assisted many clients in correcting operational errors and compliance problems before they are discovered by the IRS or the DOL.

Employee Benefit Services

We provide limited and full scope audits and Form 5500 preparation services, if required.

Pension:

  • Defined Benefit Retirement Pension
  • Defined Contribution Retirement
    • ESOP
    • 401(k) and other Deferred Arrangements
    • Profit Sharing

Health and Welfare:

  • Cafeteria
  • Flexible Benefit
  • Medical
  • Self-Insured Medical