Employee Benefit Plan Audit Millbrae

one of the most well respected & longest-standing CPA firm

Smiling biracial businessman holding video call with clients partners.Employee benefit plan audits can be confusing and laborious if they’re not executed properly. Shea Labagh Dobberstein performs over 100 employee benefit plan audits annually for private businesses and nonprofits in Millbrae and the surrounding Bay Area. We can help ensure you have a plan in place that benefits your employees while mitigating your costs and risk.

SLD accountants take a proactive approach to 401(k) audits that go beyond ensuring compliance; during your audit, we’ll share observations and recommendations related to the following:

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

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Our team possesses deep expertise in the real estate, manufacturing, construction, logistics, distribution, wholesale, food and beverage, and professional services industries. In addition to employee benefit plan audits, we also provide assistance with outsourced accounting, taxes, and financial advisory.

If you would like to discuss how Shea Labagh Dobberstein can be your accounting partner, please contact us for a free consultation. Bill Wright, one of our Principals, would be happy to speak with you. You may also reach Bill at 415.869.5589.

Among the Top Accounting Firms in the Nation

SLD has 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. Our firm’s exceptional quality control measures and responsive service have earned our firm a ranking on Forbes Magazine’s 2020 and 2021 list of “America’s Top Recommended Tax & Accounting Firms.” We were also named a “Top 200 Firm” and “Best of Best Firm” by INSIDE Public Accounting in 2020.

Additionally, many of our team members have decades of experience, like Principal Robert (Bob) Zurcher. Bob has been providing 401(k) audits, traditional audits, and assurance services for more than 30 years. A former audit partner with PricewaterhouseCoopers, he’s skilled at assisting clients with resolving complex accounting and financial reporting issues associated with SEC reporting requirements, capital stock transactions, and business combinations.

meet our team