The team

tax services accounting services Tucson CPAs Phil

Phillip Dalrymple, CPA,

Shareholder, Assurance
tax services accounting services Tucson CPAs Charlie

Charlie Charvoz, CPA, CrFa

Shareholder, Tax & Assurance
tax services business accounting services Tucson CPAs Karly

Karly Meza, CPA

Assurance Manager

R&A understands the complexity of performing employee benefit plan audits to ensure a plan’s full compliance with the ever-changing IRS Employee Retirement Income Security Act (ERISA) under U.S. Department of Labor (DOL) regulations. R&A has a dedicated team of auditors with the specialized knowledge and experience to efficiently and effectively audit a firm’s employee benefit plan, providing trustees, plan administrators, and human resources personnel confidence in their reporting and management.

Our Quality Commitment
As a member of the American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center, we adhere to the highest quality standards by voluntarily agreeing to the center membership requirements. This includes designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

Staff Expertise
Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various continuing education programs including the annual AICPA National Conference on Employee Benefit Plans. They also review publications from the Profit Sharing/401k Council of America, United States Department of Labor’s Employee Benefits Security Administration, and the AICPA Employee Benefit Plan Audit Quality Center. Our Employee Benefit Plan audit services include·

• Audits of pension, health and welfare, and 401(k) plans subject to ERISA
• Consulting services related to employee benefit plans
• Preparing IRS Form 5500 and summary annual reports

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