Employee Benefit Plan Audit Walnut Creek

one of the most well respected CPA firms

Shea Labagh Dobberstein (SLD) annually performs more than 100 employee benefit plan audits for companies in Walnut Creek and throughout the Bay Area. Employee benefit plans are subject to specialized accounting, auditing, reporting, and compliance requirements. Inadequate audits may incur significant penalties against the plan’s sponsor; because of this, it is crucial to choose a highly regarded accounting firm to perform a quality audit and mitigate your risk exposure. However, we go beyond just helping you meet your annual filing requirement. By sharing our observations and recommendations, we help you avoid trouble and ensure you provide your employees with the best possible plan.

Request a Consultation

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

Richard D. Baker – More than 30 years of experience

Two business woman investment consultant analyzing company annual financial report balance sheet statement working with documents graphs.SLD has deep expertise in AICPA, DOL, ERISA, and IRS requirements. We are members of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center, which promotes quality employee benefit audits. In addition to this affiliation and experience, our principals and staff have decades of experience. For example, 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

With the focused attention of accountants such as Rich, we have attained seven consecutive “unmodified” peer reviews without comments from AICPA. This achievement is earned by less than 10% of accounting firms in the US, pointing to our strict adherence to quality control standards.

Beyond 401k audits, we also provide a range of tax, audit, and accounting services for many sectors, including real estate, manufacturing, construction, logistics, distribution and wholesale, food and beverage, professional services, and nonprofit. 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 worldwide association of accounting firms. Yet, we are still small enough to have integrated, collaborative teams that offer exceptional service.

America’s Top Recommended Tax & Accounting Firms

Our technical expertise and global reach, as well as our personal, 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 SLD a “Best of the Best” and “Top 200” firm.

When you need employee benefit plan audits in Walnut Creek, contact Shea Labagh Dobberstein, one of the most well-respected independent accounting firms in the Bay Area.

meet our team