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Employee Benefit Plans


According to the U.S. Department of Labor:

  "One of the most common reasons for deficient accountants’ reports is the failure of the auditor to perform tests in areas unique to employee benefit plan audits. The more training and experience that an auditor has with employee benefit plan audits, the more familiar the auditor will be with benefit plan practices and operations, as well as the special auditing standards and rules that apply to such plans."  

Jones & Company’s Employee Benefit Plan audit team is made up of  highly skilled, niche focused  professionals with diverse backgrounds in ESOP, Defined Benefit, Defined Contribution, Health and Welfare, Profit Sharing and 401k audits. Allocation computations and  Form 5500 preparation are just a few of the additional services available. Jones & Company Ltd. is a proud member of the AICPA Audit Quality Center.


Button ESOP Audits
Button Defined Benefit Plan Audits
Button Health And Welfare Plan Audits
Button Defined Contribution Plan Audits
Button 401k Audits
Button Form 5500 Preparation
Button Allocation Computations
Button Income Tax Planning
Button Investment Strategies
Button Exit Strategies
Button Bookkeeping Services
Button Payroll Services
Button Pension Plan Allocations
Button Business Acquisitions
Button Mergers and Acquisitions
Button IRS Representation
Button IRS Audit Support


Button Jeremy Watson, CPA, CVA –  Partner
Button Hal White, CPA/ABV, CVA
Button Kyle Windmeyer, CPA, CVA – Audit Manager
Button Cheryl Deen, CPA, CSEP – Tax Manager
Button Melissa Williams, CPA - Audit Senior
Button Jessica Baker - Audit Senior

employee benefit plans  


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