Employee Benefit Plans

Time-Tested Knowledge

Employee Benefit Plan (EBP) audits are sometimes regarded only as a Department of Labor compliance requirement. In reality, EBP audits require specialized training and expertise that only certain CPA firms like Gilbert CPAs can provide.

Why Gilbert?

We annually participate in the AICPA Employee Benefit Plan Conference. We perform more than 30 EBP audits annually and are members of the AICPA’s Employee Benefit Plan Audit Quality Center, which keeps our skills sharp and our team at the forefront of EBP accounting and auditing standards.

Our Range of Services

  • Full-scope audits
  • Consulting
  • Audits permitted under section 103(a)(3)(C)

"We've worked with the Gilbert firm for over a decade and have always enjoyed a collaborative, professional relationship. They are very thorough and efficient. We plan to continue this relationship!"

– Gene Axtell, Credit Union Self-Insurance Group

Key Contacts


Kevin Wong, CPA


Sarah Ellis, CPA


Matt Krehe, CPA

Senior Manager

Bob Green, CPA

Let's Talk

We're here to help and here for you, ready to take on your biggest challenges.