401(k) and Profit Sharing audits are one of the most scrutinized audits by the Internal Revenue Service and Department of Labor. Our team has extensive experience and up-to-date knowledge of all the relevant rules and regulations to ensure your plan is in compliance. We work with TPAs and trust companies to make the audit process as seamless as possible.
At Goldgrab CPA PLLC, we have limited our audit services to only the real estate, 401(k) and non-profit industries. Our limited approach is in place so that we can specialize in these industries and can provide the highest level of services to our clients. To satisfy requirements of shareholders/owners, lenders, investors and other stakeholders, audited financial statements are of the utmost importance.
We have a team of dedicated specialists to assist with your ongoing bookkeeping needs. We provide a multi-tiered approach to our bookkeeping services. Depending on the needs of our clients, our services range from basic historical write-up of accounts, to full-charge bookkeeping services, including write-up of accounts, bill pay, financial statement preparation, payroll management and accounts receivable tracking.
At our firm, we work with many multigenerational high-net worth families. We understand that no two families are the same. Our professionals take the time to meet with the family members in order to get to know each of their concerns and desires and tailor our approach to provide an individualized experience to each person. Our services include bookkeeping, tax compliance, quarterly financial reviews, estate and gift planning, and much more.
We assist businesses, individuals, and non-profit organizations with their planning and compliance needs. Our experience and knowledge allows us to be ahead of the curve on all of the latest changes to the Tax landscape and to ensure our clients are as tax efficient as possible. Our clients have a concentration in the real estate, medical, legal and wholesale industries.
By taking a hands-on approach to our clients we are able to look at their estate and assist in the planning process. We work together with your estate and gift attorneys to create a plan that fits both your lifetime liquidity concerns and legacy planning desires.