Employee Benefit Plan Audit Burlingame

one of the most well-respected & longest-standing independent CPA firms

Many companies that provide employee benefit plans for more than 100 employees are required by the Department of Labor to conduct an annual independent employee benefit plan audit. Shea Labagh Dobberstein, one of the most well-respected and longest-standing independent CPA firms in the Bay Area, can help ensure your 401 (k) audits are executed properly. Our firm provides audit services for over 100 employee benefit plans annually in Burlingame and the greater Bay Area. We’ve received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), putting us among the top 10% of accounting firms in the nation.

Additionally, our high standards and exceptional service have received recognition from Forbes magazine, earning us a ranking on their 2020 and 2021 lists of “America’s Top Recommended Tax & Accounting Firms.” We were also named a “Top 200 Firm” and “Best of Best Firm” in 2020 by INSIDE Public Accounting. As a leader in employee benefit plan audits, SLD has extensive experience assisting plan sponsors with compliance and operational issues. However, our proactive approach goes beyond simply ensuring compliance; we help to ensure businesses offer effective plans that benefit both participants and the plan sponsors. Participants can enjoy a financially sound retirement while minimizing the plan sponsor’s cost, effort, and risk.

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Due to the work of SLD, our business efficiencies have improved dramatically. We have a much firmer grasp on the state of our business at any given time. SLD has provided us with peace of mind in knowing that we are financially sound and tax compliant. I would suggest that any potential client select SLD. Hiring SLD has been the most important decision Future Bars has made as an organization.

– Brian Sheehy, Future Bars Group

During your 401 (k) audit, we’ll also share any observations and recommendations related to your:

  • ■ Plan controls and operations
  • ■ Fiduciary and compliance obligations
  • ■ Third-party service providers
  • ■ Plan design matters

America’s Top Recommended Tax & Accounting Firms

Our team has expertise in a range of industries, including real estate, manufacturing, construction, logistics, distribution, wholesale, food and beverage, and professional services. In addition, many of our team members and principals possess decades of experience. Principal Robert “Bob” Zurcher, for example, has been providing audit and assurance services for over 30 years. As a former audit partner for PricewaterhouseCoopers, Bob was responsible for providing all aspects of auditing and financial reporting services to over 60 Bay Area public and private companies. He’s worked in a diverse range of industries and has assisted companies in varying stages of growth. Bob is skilled at assisting clients with resolving complex accounting and financial reporting issues associated with SEC reporting requirements, capital stock transactions, and business combinations.

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