About Anne McCaleb, CPA
I'm Anne McCaleb, CPA and I've specialized in employee benefit plan audit services since 2013. The idea of an audit can be daunting, but I firmly believe that the process should be educational, not scary. When you work with me, I'll make your audit an opportunity to better your business. I'll show you how to refine internal controls and improve plan administration, saving your company money and helping you stay in compliance.
High Audit Standards
Every audit I perform is conducted in accordance with Department of Labor (DOL) and the Employee Retirement Income Security Act of 1974 (ERISA) requirements. I participate in continued training to ensure all of my procedures are up to date and in line with current government regulations.
I've had the privilege of working with many amazing clients and would like you to be one of them. Call me now at 916-634-4002 or request your free consultation online to get started.
My benefit plan audits are offered at a flat fee with fast turnaround to clients in Oregon, California, and across the country.
Meet Anne McCaleb, CPA
Prior to opening my own practice, I was the managing auditor at an accounting firm in Sacramento. Since then, I have specialized in employee benefit audits. I typically spend approximately 30 hours each year on continuing education specifically for the defined contribution plan audits, which includes attending the annual AICPA Employee Benefit Plans conference.
I am also a member of the AICPA’s Employee Benefit Plan Audit Quality Center, and volunteer my time to help plan the Oregon Society of CPA’s annual Employee Benefit Plan conference.
When I’m not in my home office, I enjoy quilting, working on our new cranberry farm, and relaxing with our three Brussels griffons.