We serve clients needing 401(k) and 403(b) audits in Lake, Sumter, Orange, Seminole, Polk, Marion, Volusia and Putnam counties.
401(k) plans and 403(b) plans with over 100 participants at the beginning of the plan year are required to file Schedule H to Form 5500, and have the plan's financial statements audited by a qualified independent Certified Public Accountant. Recent changes to IRS/DOL regulations and auditing standards have increased the complexity of 401(k) and 403(b) plan audits, making it more important than ever to retain a CPA firm that has experience and proficiency in employee benefit plan audits. At Greenlee, Kurras, Rice & Brown PA CPA's, we are focused to provide you a quality 401(k) or 403(b) audit while saving you money.
We provide a full range of business valuation services for the following needs: