An audit can satisfy different purposes for a company – stakeholder
interests, better business management, regulatory interests, etc.
The team of auditors at PS&Co. understands these purposes and
performs professional audits using experienced observations, professionalism,
and a high level of standards.
In addition to our management audits, operational reviews, and
internal audits, we also provide employee benefit
plan audits.
Here is an example of what our clients are saying:
"We at X Construction Company would like to thank you
and your staff for the professional service that was provided
to us during our recent audit. The training provided to our staff
will help this company grow and better record daily transactions
plus manage our affairs.
The audit was thorough yet not intrusive and was done rapidly
enough for us to do a June letting. We would like to recognize
your team of Leslie, Ymelda, Amber, and Jennifer. Tom from your
tax department provided a wealth of knowledge as well. We are
looking forward to future dealings with the Firm."
-Letter from the President, two Vice Presidents, Bookkeeper,
Office Manager and Accountant of large South Texas Construction
Company, May 2006
Our Audit Approach
Customizing audits to the needs of each client, we take the time
to learn about your business through on-site visits and consultations.
By working around your schedule, we make sure daily productivity
remains undisturbed while we identify key components of your business'
operations. Our proactive research into your company's daily operations
helps us devise a successful and thorough audit plan geared to your
specific needs.
For more information regarding accounting services, please feel
free to contact:
David Waddell, CVA, CCIFP
david.waddell@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966
Employee benefit plans are becoming increasingly popular among
employers. They are also becoming more complex. The Internal
Revenue Service (IRS) currently requires that most plans with
100 or more participants (eligible employees) have an annual audit
of their plan performed by an independent accountant. The complexities
and regulatory requirements make it mandatory to have experienced
benefit plan audit professionals assisting you.
Padgett, Stratemann & Co., L.L.P.
Approach
Our employee benefit plan audit team can assist you to meet the
regulatory requirements of your employee benefit plan. We provide
a structured, quality audit approach that includes:
- Meeting with key employees of your business to develop an understanding
of your business and its employee benefit plans
- Contacting and working with the Plan Administrator to request
other essential items needed for the audit
- Developing an audit plan to meet your specific schedule and
filing requirements
- A review of plan Form 5500 by our experienced Plan Administrators
- Physically conducting the audit at your business site to enhance
communication and efficiency
- Identifing and sharing ideas to enhance your plan
- Identifing any regularity and fiduciary issues to discuss with
management and plan trustees
What Is Delivered To You?
Completing the regulatory requirement of your employee benefit plan
through a reputable firm provides peace of mind and assurance that
your employees' plans are protected. Upon completion of our audit,
you receive the final report necessary for filing the Form 5500
and the peace of mind that you deserve.
Our service, experience, and expertise have set us apart from our
competitors for 60 years. The benefits of selecting our employee
benefit audit team for your next employee benefit audit include:
- We currently audit over 100 plans making us one of the largest
providers of employee benefit plan audits in Texas
- Knowledge and experience in issues revolving around Defined
Contribution Plans, Defined Benefit Plans, ESOP's, and Health
& Welfare Plans
- An experienced and dedicated team including Partners, Managers,
and Plan Administrators all working together on each employee
benefit plan audit
- An affiliation with one of the largest national firms - RSM
McGladrey, Inc. - providing our team with access to extensive
resources in employee benefit audits and plan services
- Member of the AICPA Employee
Benefit Plan Audit Quality Center
For more information regarding employee benefit plan audits, please
feel free to contact:
Leslie Guajardo, CPA, CCIFP
leslie.guajardo@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (210) 879-4966 |
