Quality, Value Added Audits

We Audit 50 Plus Plans
JGD & Associates is a CPA and advisory firm with a specialization in employee benefit plan audits and the review of 5500 returns. We believe in meeting deadlines and fee estimates.

Our Services Include:

  • Full Scope & Limited Scope Audits
  • Defined Benefit Pension Plans
  • 401(k) Plans & 403(b) Plans
  • Health & Welfare Plans
  • Cash Balance Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Union Plans

Engagement Options
A mid-sized local firm like JGD can provide high-quality services at a more reasonable fee. We can be your plan auditor or assume responsibility for all of your financial statement, audit and accounting needs. Often, prospective new clients are required by their bank or Board of Directors to use a specific firm for their financial statement audit. These clients can use a specialist firm for their benefit plan audit services such as JGD.

Key Benefits of Using JGD

  • Over 25 Years of Benefit Plan Audit Experience
  • Plans Range from 100 to Over 5,000 Participants

JGD professionals are accessible, receive specialized benefit plan training throughout the year and are involved in your audit.