Dec 11 2022 32 mins
Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/
“If it's a first-year audit, they usually take a little longer, as you can imagine. I get calls from people that this is a first audit and they say, ‘Can you do my audit tomorrow?’ I can start tomorrow, but I'm not going to finish it in a day. That's just not even possible. So you want to make sure that you talk to your auditor about timing.”
The information discussed in this episode includes:
- A walkthrough of the general layout of a first-time 401(k), from first steps to closing out an audit
- Important timing considerations to understand before beginning your audit to avoid costly delays
- How best to prepare necessary documents in time for the audit to maximize efficiency
Episode resources
- Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
- Learn more about the Anders 401(k) process and pricing.
- Email our Director + 401(k) Audit, Kim Moore, with questions.