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Audit of Benefit Plans

Audits of Benefit Plans

Baratz & Associates is a member of the AICPA Employee Benefit Plan Audit Quality Center. Baratz & Associates serves as a consistent and reliable source for plan administrators and trustees throughout the year by offering updates on regulatory changes issued by the Department of Labor (DOL) and Internal Revenue Service (IRS). Our clients receive continuity from our professionals who are knowledgeable about their specific plans.

The specialized services we provide include but are not limited to:

·         Form 5500 preparation

·         Full Scope and Limited Scope Audits

-Single and Multiemployer Plans

-Defined Contribution Plans

-Defined Benefit Plans

-Health and Welfare Plans

-Pension Plans

·         Payroll Audits of participating employers for multiemployer plans

·         Agreed upon procedures engagement

·         Assistance in responding to regulatory agency inquires or audits

·         Assistance with bookkeeping and accounting services

·         Internal Control analysis

·         Expense allocation studies

·         8955-SSA

·         Form 720

·         Form 990 

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Baratz & Associates, P.A. 2021