Coulter & Justus

Health and Retirement Benefit Plans

Sponsoring these plans for employees is critical to maintaining a strong, competitive workforce for any organization. At Coulter & Justus we provide audit and tax services to assist you in meeting the regulatory filing requirements for plans offered by employers both large and small.

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Employee Benefit Plans

We are one of the few AICPA Employee Benefit Plan Audit Quality Center member firms in the Tennessee area which means we must adhere to certain quality control standards. Our membership also provides access to specialized resources to assist in offering the highest quality retirement plan audit. We provide timely audited financial statements as well as the preparation and required electronic filing of IRS Form 5500.

Assurance & Tax Services

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Employee Stock Option Plans (ESOPs)
  • Preparation of Form 5500 Annual Return
  • Health Benefit Plans

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