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(865) 637-4161

Sponsoring health and retirement benefit plans for employees is critical to maintaining a strong, competitive workforce for any organization. Coulter & Justus can provide audit and tax services to assist organizations in meeting their regulatory filing requirements for qualified health and retirement plans offered by employers both large and small.

We are one of the few AICPA Employee Benefit Plan Audit Quality Center member firms in the East 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 and Tax Services Include

  • 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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For assistance or more information on employee benefit plans, contact us here.
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