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CPAsSERVING CLIENTS SINCE 1947
Since our inception in 1947, the seasoned team at Matthews, Carter & Boyce has
been providing employee benefit plan audit and compliance services to for-profit
and not-for-profit organizations throughout Virginia, Maryland, and Washington,
DC. From 401k plans to ESOPs, we can help your organization navigate through
the myriad rules and regulations for successful benefit plan implementation.
Audits are required for all employee benefit plans with more than 120 eligible
participants. To reduce audit costs and time, we make every effort to perform lim-
ited scope audits for our employee benefit plan clients whenever possible.
WWW.MCB-CPA.COM
EMPLOYEE BENEFIT PLAN SERVICES:� 401(k) plan full and limited scope audits� 403(b) plan full and limited scope audits� Pension plan audits� Profit-sharing plan audits� Defined benefit plan audits� Defined contribution plan audits� Employee stock ownership plan (ESOP) audits� Preparation of Form 5500 filings� Review of employee benefit plans for compliance with 80- to 120-participantrule requirements
� Compliance with ERISA, HIPAA, COBRA, Department of Labor, and InternalRevenue Service requirements
Contact us today to discuss your Employee Benefit Plan needs.
703.218.3600 •WWW.MCB-CPA.COM11320 Random Hills Road • Suite 600 • Fairfax, Virginia 22030
Gregory [email protected]
Charles R. [email protected]
THE MCB DIFFERENCE
Each MCB client has a dedicated Principal assigned to their financial needs.
Clients work with the same Principal for tax planning, financial statement services,
and general business advice. This personalized attention is the difference between
adequate service and truly professional service. We RESPECT our clients and
work hard to earn your CONFIDENCE as a TRUSTED business advisor.
As a member of the American Institute of Certified Public Accountants, MCB
is subject to independent peer review every three years. We are pleased to
share with you the exemplary results of our most recent AICPA Peer Review
Examination. We received an unmodified review report with no letter of com-
ments, which is the best a firm can receive.
MCB also belongs to the American Institute of Certified Public Accountants
Employee Benefit Plan Audit Quality Center. The Center is a voluntary
membership organization for firms that perform ERISA employee benefit plan
audits. The Center was established to promote the quality of employee
benefit plan audits. Membership gives us access to extensive resources so that
we may be of even greater service to our employee benefit plan clients.