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

Partner and Shareholder

Bio


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Recent News

Oregon Legislature Update for Healthcare Practices

Oregon Legislature Update for Healthcare Practices

The Oregon Legislature voted and passed a tax bill in February in response to the federal tax reform enacted in December 2017.

In planning for 2018 taxes, the following are a few of the key Oregon provisions to take into consideration:

  • Addition of Oregon tax credit for certified contributions to the Oregon Opportunity Grant Fund.
  • Oregon disconnected from federal tax law that allows specified pass-through entities a deduction of up to 20% of qualified pass-through business income on the federal return. As a result, the amount will be an addition to taxable income on Oregon tax returns.
  • Oregon Pass-Through Entity reduced rates:
    • For 2018, an addition of sole proprietorships for eligibility of preferential tax rates on business income.
    • Limits preferential tax rates available to sole proprietorships and nonpassive income of partnerships or S corporations to first $250,000 of qualified taxable income.
    • Limits use of preferential rates to businesses not classified in certain North American Industry Classification System industries.
  • For tax years 2018 – 2025, increases Oregon personal exemption credit from $90 to $113.

As you are planning for 2018, it is important to include changes from both federal and Oregon tax laws to ensure you are effectively optimizing your cash flow and minimizing your tax liabilities.

 

Nicole McOmber is a Healthcare CPA and Senior Manager in the Eugene office of Jones & Roth CPAs and Business AdvisorsNicole McOmber, CPA is a Healthcare CPA and the leader of the Jones & Roth Healthcare Team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across Oregon & Southwest Washington. 

WEBINAR: Tax Reform & Planning Opportunities for Physicians, Dentists, and their Practices

WEBINAR: Tax Reform & Planning Opportunities for Physicians, Dentists, and their Practices

In this free webcast, you’ll learn about the potential planning opportunities available to you and your medical or dental practice, and how the changes could impact your tax liability for 2018. We’ll review changes to tax rates, exemptions, credits, Section 179, the new 20% deduction for qualified business income (also referred to as the “pass-through deduction”), and new considerations for your business entity.

Links:  View the Webcast  /  Download the Slide Notes

Sample Oregon Transit Tax Notification for Employers

Sample Oregon Transit Tax Notification for Employers

On July 1, 2018, employers must start withholding the tax (one-tenth of 1 percent or .001) from the wages of both Oregon residents (regardless of where the work is performed) and Nonresidents who perform services in Oregon.

The following is an Employee Notification that can be given to employees to explain the tax. Employers can place this notice in payroll stub envelopes in July.

 

To our employees:

As of July 1st 2018, Oregon will begin collecting a new tax called the Statewide Transit Tax (STT). This tax is paid by the employee and withheld from the paychecks of all working Oregon residents and from any non-residents who work in Oregon. 

Beginning paychecks issued in July, we will withhold 1/10 of one percent (.001) of your gross taxable wages and deposit this to the Oregon Department of Revenue. This amount withheld will appear on each paystub and the total annual withholding will be reported on your W2 each year, just like your State Income Withholding Tax.

For more information go to:
http://www.oregon.gov/DOR/programs/businesses/Pages/statewide-transit-tax.aspx

Thank you.