Goldstein Lewin & Co. Certified Public Accountants and Consultants


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services Auditing and Assurance

Corporate Governance/Sarbanes Oxley

Estate Planning

Concierge Service

Business Valuation

Family Business

IC Disc

IT/Software

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Employee Benefits Consulting

Employee Benefit Plan Audits

Litigation Consulting

Cost Segregation Studies

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Nonprofit Organizations

Research & Development Tax Credit

Forensic Accounting
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Donald J. Goldstein
Employee Benefit Plan Audits

Goldstein Lewin & Co. does more than just crunch numbers-we offer an extensive range of business consulting services to help you maximize your opportunities. We are a multifaceted firm rooted in integrity and committed to providing our clients with an unmatched level of skill and service. Your accounting firm should be an integral part of your team and a major contributor to your success.

In Our Initial Consultation...

We will discuss:
  • the needs of your business
  • the challenges you face in your industry
We will evaluate:
  • which of our specialized consulting services will help you reach your goals.
We will customize:
  • a business strategy to deliver optimal results for your company.
Employee Benefit Plan Audits
Goldstein Lewin & Co. has dedicated an area of our practice to providing audit and consulting services for employee benefit plans. The team receives extensive, ongoing compliance training, keeping them ahead of the curve on new developments and strategies. This provides peace of mind to clients, while improving audit efficiency. In addition to auditing our clients' retirement plans, we also work with clients who use other CPAs for their business accounting needs without disrupting their relationship.

Count on us to provide audits, which meet the requirements of the Employee Retirement Income Security Act (ERISA), the Department of Labor (DOL), and the Internal Revenue Service (IRS). Additionally, we are one of about 100 members of the AICPA's Employee Benefit Plan Audit Quality Center.

How You Benefit:
Timely delivery of a high quality audit at competitive prices. Practical recommendations that, in turn, have helped clients refine internal procedures, saving time and money for their organization. Assistance in developing strategies to maximize contributions, as well as positioning your plan as an employee recruiting and retention tool.

Pricing:
We offer competitive fees for a limited scope audit. Our most competitive pricing is provided when the audit can be scheduled during May, June, July, or August. Call for a free price quote.

Copyright © 2007. Goldstein Lewin & Co., Boca Raton, Florida