When not executed properly, employee benefit plan audits can be confusing, expensive, and laborious. As one of the most well-respected and long-standing independent CPA firms in the region, Shea Labagh Dobberstein can guide you through the process while ensuring your risk exposure is mitigated. Annually, our firm provides audit services for over 100 employee benefit plans in San Mateo and the greater Bay Area. We’ve received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), a distinction that’s been attained by less than 10% of accounting firms in the US.
Our expertise spans a range of industries, including real estate, manufacturing, construction, logistics, distribution, wholesale, food and beverage, and professional services. We work with privately-owned businesses as well as nonprofits to provide 401(k) audits that go beyond meeting the basic requirements. Your audit will be conducted by a seasoned practitioner who specializes in employee benefit plan audits. Our audits are structured so that you receive 1:1 communication between your auditor and plan administrator to prevent any confusion during the process. We also design and implement our audits to follow a detailed workflow schedule to keep your audit on track with filing deadlines.
America’s Top Recommended Tax & Accounting Firms
SLD’s high standards and exceptional service have received recognition from Forbes magazine, earning us a ranking on their 2020 list 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. These accolades speak to the skill and expertise of our team, many of whom have decades of experience performing 401(k) audits. Principal Robert “Bob” Zurcher has been providing audit and assurance services for over thirty years. He’s worked with businesses in various stages of growth and in a wide range of industries, including manufacturing, distribution and wholesale, logistics, professional services, and technology. Bob’s specializations include financial reporting and assurance.
Likewise, Principal Rich Baker has more than three decades of combined public accounting experience with SLD and his previous position as an audit partner with a large international accounting firm. He is a key leader of our assurance group and heads our Employee Benefit Plan practice. In addition to 401(k) audits, Rich’s specializations are multinational corporations, strategic planning, and financial assurance. His industry expertise includes manufacturing, distributions and wholesale, logistics, professional services, and technology.
For more information about our employee benefit plan audit services in San Mateo, contact us below.