Qualifications

The Right Choice for Your 401(k) Audit

At Audit and Tax Solutions, CPAS, we specialize in 401(k) plan audits, delivering expert, efficient, and cost-effective solutions for businesses nationwide. With deep expertise in ERISA regulations, a streamlined audit process, and a commitment to minimizing disruptions, we complete audits in weeks—not months. 

Why Choose Audit and Tax Solutions, CPAS?

  • 401(k) Audit Specialists

    Our sole focus is on employee benefit plan audits, ensuring unmatched expertise.

  • Regulatory Expertise

    We stay ahead of ever-changing IRS, DOL, and ERISA requirements so you don’t have to.

  • Fast & Efficient

    Our audits take weeks, not months, allowing you to meet your deadlines with ease.

  • National Reach

    While based in California, we serve businesses nationwide, providing the same seamless audit experience regardless of location.

  • Flat-Fee, Cost-Effective Pricing

    No hidden fees, no surprises—our pricing is typically 50-75% lower than Big Four firms.

Experience That Matters

401(k) plan audits are complex, requiring a specialized auditor who guides you through the process—not one who stumbles through it. Our seasoned professionals ensure a seamless, stress-free audit by:

Working closely with your third-party administrator to streamline data collection
Collaborating with your investment manager to ensure accurate reporting
Assigning experienced auditors who stay with you year after year – no revolving staff issues
Delivering quick turnaround times so you can file your Form 5500 on time

Cost-Effective Without Compromise

Unlike national firms that charge premium rates for generic services, we focus exclusively on 401(k) audits—allowing us to reduce costs without sacrificing quality.

  • Our fees are typically 50-75% lower than Big Four firms
  • Our efficient audit process reduces the burden on your internal team, saving you time and resources
  • We leverage long-standing relationships with administrators and investment managers to streamline reporting and lower costs

A Seamless, Faster Process

While some firms take months to complete a 401(k) audit, we complete audits in just 4-5 weeks from the start of fieldwork—helping you meet compliance deadlines with ease. When you choose Audit and Tax Solutions, CPAS, you’re choosing:

Faster audits with
fewer disruptions

A dedicated team that works with your plan year after year

A partner who understands the complexities of your 401(k) plan

Get your 401(k) audit done
right – the first time.

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