Assurance
From SOC examinations and IT attestation to financial audits and 401(k) plan audits, Ezzy and Associates offer a full range of assurance services. Our assurance services allow our clients to be confident that the information they share is accurate and reliable, thereby reducing information risk. Third parties using documents attested by Ezzy and Associates can be sure that they are compliant with GAAP/GAAS and AICPA attestation standards.
Modern IT audit and SOC reporting with the rigor of AICPA-aligned attestation. From first-time readiness assessments to annual Type II renewals, we scope every engagement to where…
- SOC 1 and SOC 2 examinations
- Type I and Type II reports
- Readiness assessments
- Trust Services Criteria evaluation
- AICPA attestation standards compliance
- Risk-based scoping aligned to business impact
According to Section 103 of the Employment Retirement Income Security Act (ERISA), an employee benefit plan must be reviewed by a third party when that plan has more than 100 parti…
- A detailed review of the employee benefit plan in line with the guidelines and regulations as set out by the IRS and the Department of Labor
- Filing of the Form 5500 annual report
- Facilitating businesses to identify if they fall within the large or small benefit plan category if the number of participants in an employee benefit plan range between 80–120
Our auditing services take a customized approach to client audit requirements, considering a client's unique business structures and operations, the industry our clients operate wi…
- Financial audits
- Financial Statement audits
- Accounting systems audits
- 401(k) Plan audits — Full or Limited Scope
- Investigative financial statement examinations
Our financial review services are specifically geared to facilitate medium-sized businesses to obtain cost-effective services to meet the assurance requirements of third parties su…
- Online businesses
- Nonprofits organizations
- Trade and industry associations
- Family-owned businesses
Many small single-owner and home-based businesses struggle to prepare their financial data and records in an acceptable format for ease of reference by accountants, tax consultants…
- Freelance professionals
- Home-based businesses
- Small stores
- Family-owned businesses
- Franchised chain businesses
- Industry specific businesses
If your retirement plan has exceeded certain thresholds, the Department of Labor (DOL) likely requires an annual audit. At Ezzy and Associates, we specialize in Employee Benefit Pl…
- Limited-scope and full-scope audits
- Form 5500 audit preparation and coordination
- Compliance with ERISA and AICPA standards
- Communication with TPAs, recordkeepers, and custodians
- Pre-audit checklists and timeline planning
- Secure file sharing and remote engagement options