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401(k) and 403(b) Audits in San Jose – David Cormia, CPA

San Jose, CA 95126. 8211; Main Menu –. Specialists in Corporate Benefits Plan. Compliance, Audits and Reporting. Employee Stock Ownership Plans. Four Decades of CPA Experience. Employee Benefit Plan Audits. Efficient, Refined Processes for a. Quick and Painless Audit. Contact Us, And Learn How. A Specialist Employee Benefits Audit Firm. Who Needs Our Services. We would be happy to provide you with more information on our services. Our pricing is on a fixed-fee basis in order to help you manage your b...

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401(k) and 403(b) Audits in San Jose – David Cormia, CPA | 401k-cpa.com Reviews
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San Jose, CA 95126. 8211; Main Menu –. Specialists in Corporate Benefits Plan. Compliance, Audits and Reporting. Employee Stock Ownership Plans. Four Decades of CPA Experience. Employee Benefit Plan Audits. Efficient, Refined Processes for a. Quick and Painless Audit. Contact Us, And Learn How. A Specialist Employee Benefits Audit Firm. Who Needs Our Services. We would be happy to provide you with more information on our services. Our pricing is on a fixed-fee basis in order to help you manage your b...
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401(k) and 403(b) Audits in San Jose – David Cormia, CPA | 401k-cpa.com Reviews

https://401k-cpa.com

San Jose, CA 95126. 8211; Main Menu –. Specialists in Corporate Benefits Plan. Compliance, Audits and Reporting. Employee Stock Ownership Plans. Four Decades of CPA Experience. Employee Benefit Plan Audits. Efficient, Refined Processes for a. Quick and Painless Audit. Contact Us, And Learn How. A Specialist Employee Benefits Audit Firm. Who Needs Our Services. We would be happy to provide you with more information on our services. Our pricing is on a fixed-fee basis in order to help you manage your b...

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401(k) and 403(b) Audits in San Jose – David Cormia, CPA » Request a Quote

http://www.401k-cpa.com/request-a-quote

San Jose, CA 95126. 8212; Main Menu —. Experienced with 401(k) Audits? Name of Plan *. Type of Plan (i.e. 401(k), 403(b), ESOP) *. Plan ID (i.e. 001, 002, etc) *. Plan Fiscal year (From/To) *. Employer Match - Discretionary. Employer Match - Safe Harbor. Custodian for Assets *. Certification of Assets Available *. Name of Certificate Holder. Plan Asset Value *. Prohibited Transactions in Past? Ever Audited by DOL or IRS? For what, and Outcome? Other Comments / Questions? Please enter the characters below.

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401(k) and 403(b) Audits in San Jose – David Cormia, CPA » About

http://www.401k-cpa.com/about

San Jose, CA 95126. 8212; Main Menu —. Provide high quality, low cost Employee Benefit / 401(k) plan audits in the shortest time possible. Assist clients with filing of Form 5500’s related to both Pension and Employee Benefit Plans, including related Delinquent Filer Voluntary Compliance Program (DFVC) filings. Provide expert individual, partnership, corporate, estate, and trust tax planning and preparation. Do you have any questions. Engaging with us is easy. Questionnaire to get started.

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401(k) and 403(b) Audits in San Jose – David Cormia, CPA » Resources

http://www.401k-cpa.com/resources

San Jose, CA 95126. 8212; Main Menu —. Audit Resources – Things You Need To Know. Audits tend to go smoothly when all parties are well informed and prepared. In order to help this process, here are some of the things you should know about the audit process:. Initial contact regarding details related to plan, much of which can be addressed by completing the request-a-quote form. Development of proposal and related engagement letter. Once signed, start gathering information, such as:. Once our field work i...

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401(k) and 403(b) Audits in San Jose – David Cormia, CPA » Services

http://www.401k-cpa.com/services

San Jose, CA 95126. 8212; Main Menu —. Employee Benefit Plan Audit Services. Pension Plan Audits – 401(k) and 403(b). Our firm is a specialist in the auditing and reporting of employee benefit plans. This is expertise that we have developed over many years, and have refined our operations and procedures into an efficient, streamlined system of best practices and checklists. What does this mean for you? Because we have done this so many times before, we understand pricing very well, and as such we are abl...

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401(k) and 403(b) Audits in San Jose – David Cormia, CPA

San Jose, CA 95126. 8211; Main Menu –. Specialists in Corporate Benefits Plan. Compliance, Audits and Reporting. Employee Stock Ownership Plans. Four Decades of CPA Experience. Employee Benefit Plan Audits. Efficient, Refined Processes for a. Quick and Painless Audit. Contact Us, And Learn How. A Specialist Employee Benefits Audit Firm. Who Needs Our Services. We would be happy to provide you with more information on our services. Our pricing is on a fixed-fee basis in order to help you manage your b...

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