Areas We Serve

We specialize in providing expert 401(k) audit services to plan sponsors and businesses across Southern California, including:

📍East Coast

📍 Midwest

📍 South

📍 West Coast

With deep regional expertise and a commitment to compliance excellence, we help organizations navigate the complexities of Department of Labor (DOL) and ERISA audit requirements. Our tailored 401(k) audit solutions ensure accuracy, efficiency, and peace of mind for businesses operating in these high-value markets.

Nationwide 401(k) Audit & Compliance Services

At 401(k) Plan Audit CPA, we provide 401(k) audits, Form 5500 preparation, and plan consulting services nationwide. No matter where your business is located, our team of CPAs delivers the compliance expertise and efficiency you need.

Serving Businesses Nationwide with Secure, Efficient Processes

While our offices are based in Southern California, we proudly serve businesses across the United States. Through secure digital tools and efficient processes, we partner with HR, payroll, and finance teams in every region—eliminating the need for unnecessary travel or delays.

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.

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.

Why Businesses Across the U.S. Trust Us

  • Independent 401(k) plan audits that meet DOL and IRS standards
  • Form 5500 preparation and filing with accuracy and timeliness
  • Consulting services to strengthen plan compliance and fiduciary governance

Whether you’re in California, Texas, New York, or anywhere in between, our CPAs provide the same high level of service and expertise.

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.