Employee Benefit Plan Audit San Francisco

the most well-respected CPA firms in the San Francisco

Accountant explaining employee benefit plan to client -Employee Benefit Plan Audit San BrunoEach year, Shea Labagh Dobberstein (SLD) performs over 100 employee benefit plan audits for companies in San Francisco and throughout the Bay Area. Employee benefit plans are subject to specialized accounting, auditing, reporting and compliance requirements. Therefore, it’s critical to select an experienced accounting firm to handle your employee benefit plan audit. Substantial penalties may be imposed against the plan’s sponsor for deficient audits; thus, it is important to have confidence in your plan auditor.

Drawing on years of experience, our firm can perform a quality audit and mitigate your risk exposure. We go beyond just helping you meet your annual filing requirement by also sharing our observations and recommendations. The goal is twofold: (1) to help keep you out of trouble and (2) to help you provide the best possible plan for your employees.

America’s Top Recommended Tax & Accounting Firms

SLD is a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center, which promotes quality employee benefit plan audits. Our team has deep expertise in AICPA, DOL, ERISA, and IRS requirements. We have also attained seven consecutive “unmodified” peer reviews without comments from AICPA. Earned by less than 10% of accounting firms in the US, this achievement highlights our strict adherence to quality control standards.

Many of our principals and staff have decades of experience. For instance, Richard D. (Rich) Baker has more than thirty years of combined public accounting experience with SLD and as an audit partner with a large international accounting firm. He assists clients with issues on a wide range of topics, from 401k audits to financial reporting and transactions.

Beyond 401k audits, we also provide a range of tax, audit, and accounting services for many sectors, including:

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We replaced a ‘Big Four’ accounting firm with SLD to perform audits on our defined benefit pension plan and our savings and investment plan. Not only did they meet our aggressive deadline schedule, they provided an exceptional level of customer service while delivering a quality product. The SLD team was professional, courteous and responsive. We look forward to building a strong relationship over time.– Michael A. Ray, Executive VP – CFO & Treasurer, California Casualty Management Co.

With approximately 100 employees and three offices throughout the Bay Area, we are large enough to give reliable advice on complex situations. We are members of DFK International, a global association of accounting firms throughout the world. On the other hand, we are still small enough to have integrated, collaborative teams that offer exceptional service. Our technical expertise and global reach, as well as our focused, communicative approach, have given private companies and high net worth individuals reliable accounting services for more than 75 years. In that time, we have earned honors and accolades, including Forbes Magazine naming us to its 2020 list of “America’s Top Recommended Tax & Accounting Firms” and INSIDE Public Accounting calling us a “Best of the Best Firm” for 2020.

When you need employee benefit plan audits in San Francisco, contact Shea Labagh, one of the most well-respected and longest-standing independent accounting firms in the Bay Area.

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