Partners & Clients

Our Partners

Working Relationships

A Team Approach to Auditing Your Plan

At Audit and Tax Solutions, CPAS, we believe that a successful  401k audit requires a collaborative approach—one that integrates your plan administrator, investment manager, and our specialized audit team for a seamless and efficient experience.

Our firm is one of the largest providers of 401(k)  audit services in the San Jose/San Francisco Bay Area. With years of experience working alongside top third-party administrators and investment managers, we understand their systems, processes, and reporting structures—allowing us to streamline audits, minimize disruptions, and ensure full compliance with IRS, DOL, and ERISA regulations.

Strong Partnerships, Seamless Audits

Our experience working with leading employee benefit plan service providers allows us to conduct audits efficiently while reducing the burden on your internal team.

We have built strong relationships with the following third-party administrators:

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Why Our Team Approach Works

Deep Understanding of Plan Service Providers
We have extensive experience working with top third-party administrators, allowing us to efficiently navigate their processes and reporting requirements.
Efficient & Accurate Audits
Our knowledge of various plan platforms means we can streamline document requests, reducing the time and effort required from your team.
Compliance You Can Trust
Our team ensures your 401(k) audit is in full compliance with IRS, DOL, and ERISA regulations, giving you confidence in your audit results.

A Trusted Audit Partner

When you partner with Audit and Tax Solutions, CPAS., you gain more than an auditor—you gain a trusted compliance partner with deep industry expertise and a commitment to efficiency. Ready for a streamlined, hassle-free audit? Contact us today to learn more about how we can support your plan’s compliance needs.

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