2
CPAs SERVING 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-participant rule requirements Compliance with ERISA, HIPAA, COBRA, Department of Labor, and Internal Revenue Service requirements

47 9 1 S · [email protected] Charles R. Deppe [email protected] THE MCB DIFFERENCE Each MCB client has a dedicated Principal assigned to their financial needs. Clients work with

  • Upload
    others

  • View
    17

  • Download
    0

Embed Size (px)

Citation preview

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.