At 401(k) Plan Audit CPA, we specialize exclusively in employee benefit plan audits, Form 5500 preparation, and 401(k) consulting services. With years of experience serving businesses of all sizes, our CPAs provide the expertise, efficiency, and confidence plan sponsors need to stay compliant.
About Us
About 401(k) Plan Audit CPA
Who We Are
We are a dedicated CPA firm focused on 401(k) audits and benefit plan compliance. Unlike general accounting firms, our entire practice is built around understanding DOL, IRS, and ERISA requirements. This specialization allows us to deliver accurate, efficient, and reliable services nationwide.
Our Mission
Our mission is simple: to help businesses meet their retirement plan obligations with confidence and peace of mind.
We achieve this by:
- Delivering high-quality 401(k) audits
- Ensuring accurate and timely Form 5500 filings
- Providing consulting services that reduce fiduciary risk
Ultimately, we help employers protect plan participants while simplifying compliance.
Our Team of Experts
Gregory K. Wilson
CPA
Greg has been in public accounting since 1980 and founded Wilson & Associates, CPAs in 1983. His experience includes Preparation of Complex Tax Returns including Partnership, Corporation, Estate, and Fiduciary; Certified Audits of 401(k), Mortgage Broker/FHA, HUD Real Estate Projects, and various Non-Profit groups; and Management advisory services.
Greg leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals.
- Auditing FHA/HUD real estate projects for over 35 years
- Specialized in insured and subsidized multifamily housing
- Auditing FHA-Approved Lenders for over 20 years
Greg graduated from Cal-State University Northridge in 1978 with a degree in Accounting and is a member of the American Institute of Certified Public Accountants, the Government Audit Quality Center, and the California Society of CPAs.
Dana Liu
CPA & Audit Manager
Dana Liu is an Audit Manager with over 15 years of public accounting experience, delivering high-quality audit and accounting services to a diverse client base. Since joining Wilson & Associates, CPAs in 2013, Dana has built deep expertise in audits of HUD multifamily housing projects, FHA lenders, employee benefit plans (401(k)), and nonprofit organizations.
Dana leads audit engagements from planning through completion, working closely with clients to ensure accuracy, efficiency, and compliance with complex regulatory and reporting requirements. She is known for her practical approach, strong attention to detail, and commitment to helping clients navigate audits with confidence.
Dana graduated from San Diego State University in 2010 with a Master of Science in Accountancy and is a member of the California Society of Certified Public Accountants. She is fluent in Mandarin Chinese.
Outside of work, Dana enjoys hiking with her husband and daughter.
Sandra Ramirez
Accounting Administrator
Her experience includes:
- Billing/accounting coordinator
- Administrative assistant
- Office coordinator
Sandra graduated from San Diego State University in 2004 with a Bachelor’s Degree in Art History.
Sandra is fluent in Farsi and Arabic.
Renee Chen
Staff Accountant
Her experience includes:
- Audit, Compilation, and Review FHA/HUD Real Estate financial statements/reports
- Tax Preparation for Individual, Partnership, Corporation, Trust, and Non-Profit Organization
- Bookkeeping
- Administrative assistant
Renee graduated from San Diego State University in 2021 with a Master of Business Administration.
Renee is fluent in Mandarin Chinese and Japanese.
Dustin Dumbar
IT Manager
Dustin brings over 20 years of experience supporting professional services firms with secure, reliable, and compliant technology solutions. At Wilson & Associates, he focuses on strengthening IT infrastructure, safeguarding sensitive tax and financial data, and ensuring systems support efficient client service.
His expertise includes:
- Cybersecurity and data protection for tax and financial environments
- Regulatory and compliance support, including PCI and SOC controls
- Microsoft 365 administration and secure cloud solutions
- IT operations, system reliability, and business continuity
Dustin holds a Bachelor of Science in Information Technology and maintains multiple industry certifications. He works closely with firm leadership to align technology with compliance requirements and the firm’s operational goals.
The Benefits of Working With Us
Specialized 401(k) Plan Expertise
Unlike general accounting firms, we focus on benefit plans.
Risk Reduction
We identify compliance gaps before they become costly issues.
Time & Cost Savings
Our streamlined process minimizes disruption for HR and finance teams.
Trusted Advisors
We don’t just audit—we guide and consult for long-term success.
Nationwide Service
Supporting businesses of all sizes and industries.
Our Values
Integrity
We uphold the highest professional and ethical standards.
Accuracy
Every detail matters when it comes to compliance.
Efficiency
We minimize disruption for your HR and finance teams.
Clarity
We simplify complex regulations into clear, actionable steps.
Partnership
We treat our clients as long-term partners, not one-time transactions.
Nationwide Expertise in Employee Benefit Plan Audits
From small businesses to large corporations, we support clients across industries such as:
- Healthcare
- Technology
- Manufacturing
- Professional Services
- Nonprofits & Education
Our CPAs provide consistent, high-quality service no matter where your business is located.
Industries We Serve
We work with a diverse range of high-net-worth individuals and businesses across multiple industries, including:
Healthcare Organizations
Healthcare providers often face complex payroll structures, multiple benefit plans, and strict compliance requirements.
Technology Companies
Tech firms with fast-growing workforces often struggle with eligibility tracking and timely filings.
Manufacturing & Industrial Firms
Manufacturing companies often manage high employee turnover and complex contribution structures.
Professional Services Firms
Law firms, accounting firms, marketing agencies, and other service providers need reliable compliance support to avoid client-facing disruptions.
Schedule Your 401(k) Audit Consultation Today
Don’t leave compliance to chance. At 401(k) Plan Audit CPA, we specialize in 401(k) audits, Form 5500 preparation, and employee benefit plan consulting. Whether you’re preparing for your first audit or managing a large retirement plan, our CPAs provide the expertise and peace of mind you need.
