Retirement Plan Audits

jones-roth-retirement-plan-auditsOur team performs employee benefit plan audits every year for all types of retirement plans across the Pacific Northwest.

We take our commitment to quality service, cost efficiency, timely communication, and technical expertise seriously. Our client promise is to issue benefit plan audits within 60 days of the information being provided and are willing to guarantee a delivery date in most situations. Serving all regions of Oregon from our offices in Bend, Eugene, and Portland, we provide audits for 401(k), 403(b), ESOP, Defined Benefit, and Health & Welfare plans.

We are a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center. Our clients are as small as 100 participants and as large as 14,000.

Contact us for a no-obligation fee quote for your retirement plan audit and/or a second opinion on your current services.

Read our recent post about Retirement Plan Audits.


Jones & Roth Retirement Plan Audits are lightning fast and stress-free.

“As one of the leading Retirement Plan Audit Firms in the Pacific Northwest, our promise is to deliver high quality work, on time, with efficiency that is cost effective.”

— Evan Dickens, CPA

Retirement Plan Audits Team


Evan Dickens, CPA

Evan Dickens, CPA

Partner and Shareholder

Bio
Jon Newport, CPA

Jon Newport, CPA

Partner and Shareholder

Bio
Mark Reynolds, CPA

Mark Reynolds, CPA

Senior Manager

Bio

Questions?

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Recent News

Jones & Roth Congratulates Danielle Ewing on Promotion!

Jones & Roth Congratulates Danielle Ewing on Promotion!

The shareholders of Jones & Roth CPAs and Business Advisors are very pleased to announce the promotion of Danielle Ewing, QPA, QKA to the position of Qualified Pension Administrator in the Eugene office, effective January 21, 2016.

Danielle started with Jones & Roth in 2011, working with our Employee Benefit Audit Team for large plan filers with greater than 100 participants. She specializes in 401(k) Profit Sharing Plans, Employee Stock Ownership Plans and Defined Benefit Cash Balance Plans. Danielle has a Bachelor of Science degree in Accounting and a minor in Economics from the University of Oregon and is a member of the American Society of Pension Professionals & Actuaries.

In her free time, Danielle enjoys traveling, volleyball, baking and gardening.

Congratulations to Laura McKay on Recent Promotion!

Congratulations to Laura McKay on Recent Promotion!

The shareholders of Jones & Roth CPAs and Business Advisors are very pleased to announce the promotion of Laura McKay, CPA, to the position of manager in the Hillsboro office.

Laura started with Jones & Roth in 2011, and specializes in nonprofit organizations and audit/assurance services. She plays an active role in the Jones & Roth 990 task force and

Assurance Services Department Management Team.

Laura has a Bachelor of Science in Business Administration from the University of Oregon and is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants.

In her free time, she enjoys spending time with her family and friends, and getting up to the mountain to snowboard.

Deduct Home Office Expenses — If You’re Eligible

Deduct Home Office Expenses — If You’re Eligible

Today it’s becoming more common to work from home. But just because you have a home office space doesn’t mean you can deduct expenses associated with it.

Eligibility requirements

If you’re an employee, your use of your home office must be for your employer’s convenience, not just your own. If you’re self-employed, generally your home office must be your principal place of business, though there are exceptions.

Whether you’re an employee or self-employed, the space must be used regularly (not just occasionally) and exclusively for business purposes. If, for example, your home office is also a guest bedroom or your children do their homework there, you can’t deduct the expenses associated with that space.

A valuable break

If you are eligible, the home office deduction can be a valuable tax break. You may be able to deduct a portion of your mortgage interest, property taxes, insurance, utilities and certain other expenses, as well as the depreciation allocable to the office space.

Or you can take the simpler “safe harbor” deduction in lieu of calculating, allocating and substantiating actual expenses. The safe harbor deduction is capped at $1,500 per year, based on $5 per square foot up to a maximum of 300 square feet.

More considerations

For employees, home office expenses are a miscellaneous itemized deduction. This means you’ll enjoy a tax benefit only if these expenses plus your other miscellaneous itemized expenses exceed 2% of your adjusted gross income (AGI).

If, however, you’re self-employed, you can deduct eligible home office expenses against your self-employment income.

Finally, be aware that we’ve covered only a few of the rules and limits here. If you think you may be eligible for the home office deduction, contact us for more information.