Employee Benefit Plans

Employee Benefit Plans

The complexity of decisions related to employee benefits extends to the accounting world as well. Our firm has a vast amount of experience related to the audits of employee benefit plans as well as the tax filing requirements for your plan. Our industry knowledge and high level of service will help keep your plan in compliance with the regulations of the Department of Labor and the IRS. We offer audit and Form 5500 preparation services for the following types of plans:

  • 401(k) plans
  • 403(b) plans
  • Profit-sharing plans
  • Money purchase pensions
  • Defined benefit plans
  • Health and welfare plans
  • Employee Share Option Plans (ESOPs)

For more information, contact us at (918) 749-0921 or at info@cgwpllc.com.

Why Our Firm?

Conklin, Gilpin, & Wertz Delivers.

We know you have choices when it comes to selecting a CPA firm. Our practice has been built upon decades of experience with clients from individuals to large corporations across a wide variety of industries. As a client of our firm, you can expect the following:

  • Direct interaction with our partners.
  • Drive & motivation to help you meet required deadlines.
  • Open & up-front communication during the project.
  • Creative solutions when faced with challenges.
  • Thorough & efficient performance by our staff.
  • Overall commitment to excellence & quality.