We are a local public accounting firm that provides traditional accounting, auditing, tax and advisory services to businesses and individuals. We take the time to know each of our clients personally and advise them according to their specific needs. Our client retention record is a source of great pride for us as most of them have been with us for many years.
Niche Focus
We have built our business by becoming experts in the niche arena of Accounting and Auditing for Labor Unions and their affiliated multi-employer benefit plans. Our highly trained staff ensures that our clients comply with the rigorous oversight of government entities such as the US Department of Labor (USDOL), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC).
We serve over 30 multi-employer benefit plans. Many of these clients have been with us for over 30 years. These plans range in size from 130 to 3,600 participants with plan assets ranging from less than $1 million to over $500 million dollars. They rely on our expertise to meet the complex requirements of ERISA.
It’s our job to ensure that our comprehensive reports are presented in a proficient manner at regularly attended trustee meetings. We communicate with plan trustees, fund administrators and other professionals so they understand their financial statements, status and benefit plans.
