Retirement Plan Audits
Our 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.
“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
Partner and ShareholderBio
Jon Newport, CPA
Partner and ShareholderBio
Mark Reynolds, CPA
Get in touch with us.
IDA Tax Credit Sales open Monday, May 2, 2016 for credit card and check donations, and Monday, May 9, 2016 for stock and mutual fund auction.
There are some significant changes to how Oregon IDA Tax Credits will be sold this year and the opening date is approaching quickly.
The following is a link to the IDA Initiative website for more information. Please contact us if you have any questions.
Now that the April 18 income tax filing deadline has passed, it may be tempting to set aside any thought of taxes until year end is approaching. But don’t succumb. For maximum tax savings, now is the time to start tax planning for 2016.
A tremendous number of variables affect your overall tax liability for the year. Starting to look at these variables early in the year can give you more opportunities to reduce your 2016 tax bill.
For example, the timing of income and deductible expenses can affect both the rate you pay and when you pay. By regularly reviewing your year-to-date income, expenses and potential tax, you may be able to time income and expenses in a way that reduces, or at least defers, your tax liability.
In other words, tax planning shouldn’t be just a year-end activity.
In recent years, planning early has been a challenge because there were a lot of expired tax breaks where it was uncertain whether they’d be extended for the year. But the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) extended a wide variety of tax breaks through 2016, or, in some cases, later. It also made many breaks permanent.
For example, the PATH Act made permanent the deduction for state and local sales taxes in lieu of state and local income taxes and tax-free IRA distributions to charities for account holders age 70½ or older. So you don’t have to wait and see whether these breaks will be available for the year like you did in 2014 and 2015.
To get started on your 2016 tax planning, contact us. We can discuss what strategies you should be implementing now and throughout the year to minimize your tax liability.
We are honored to be voted #1 by the 2016 Register-Guard Readers’ Choice awards in the category of Tax Preparation. Readers were asked to name their favorite local businesses for the 8th annual survey and more than 15,000 responded by nominating and voting.
Our Director of Human Resources and Career Coach Tricia Duncan, CPA accepted the award at the Readers’-Choice awards event.
Thanks to everyone who voted and thanks to the Eugene Register Guard!