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 * Home
 * Your Audit Experience With Us
 * 401k Plan Audit Requirement
 * Pricing
 * About Us
 * FREE 401k Resources
 * Connect With Us

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 * Home
 * Your Audit Experience With Us
 * 401k Plan Audit Requirement
 * Pricing
 * About Us
 * FREE 401k Resources
 * Connect With Us



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WELCOME TO LEE CPA

AUDIT GROUP

We Are a Speciality CPA Firm Focusing Solely On Audits Of 401(k) Plans.
Connect With Us
Connect with Lee CPA Audit Group


MEET OUR FOUNDER

James Lee is the founder of Lee CPA Audit Group. James is a graduate of
University of California at Santa Barbara and has earned a B.A. in Business
Economics and Accounting. Prior to starting his own firm, James has spent twelve
years in public accountancy working for KPMG and several other prominent
regional and local CPA firms where he gained broad experience in all facets of
auditing and accounting.

James has overseen hundreds of employee benefit plan audits. These plans include
401(k), 403(b), profit sharing, ESOP, money purchase, defined benefit pension
and health & welfare plans.



OUR SPECIALIZATION IN AUDITING

401(K) PLANS SEPARATES US.

EXPERTISE, METHODOLOGY, TECHNOLOGY AND COMPETITIVE PRICING ARE VALUES THAT SET
OURSELVES APART FROM OTHER CPA FIRMS.


MINIMAL INTERRUPTION

Don’t pay for a CPA team to come to you, when you can have most of your plan
audit be performed off-site in our office. We don’t believe in sending the
entire audit team to your office. You will only meet with the audit partner to
discuss what matters most. Furthermore, this allows for very little
interruptions with you and your staff.


FLAT FEES

We quote flat fees for our audits. We will assess the job before we start and
come up with a price you can rely on. Additionally, we don’t tack on any
additional fees for expenses. It is all included in the price.


NO "TAX SEASON"

We only work with 401(k) plans so we don’t have a typical “Tax Season.” Other
firms that just have a “benefit plan group” are often inaccessible during their
“busy season.” We are available all year round to service our clients.


SPECIALIZATION

Browse through websites of other accounting firms. If you see a long list of
services with Employee Benefit Plan Services being just one of many, you are not
looking at a firm that specializes in Benefit Plans. In fact, there are very few
firms that do. We don’t accept work unless we are able to do the job correctly
and efficiently.

Learn More About Services


OUR PROVEN AUDIT METHODOLOGY ENSURES EFFECTIVE AND EFFICIENT RESULTS.

By utilizing proven audit analytics software, we are able to maximize audit
assurance.
See Why We Are Different

0
YEARS OF EXPERIENCE AUDITING BENEFIT PLANS

0
AS LITTLE AS 21 DAYS TO COMPLETE THE AUDIT

0
HUNDREDS OF PLANS
AUDITED EACH YEAR

0
WE STRIVE FOR 110%
CUSTOMER SATISFACTION



OUR INDUSTRY-LEADING ENGAGED EXPERTS AND AVAILABLE TOOLS ALLOW FOR A SMOOTH
AUDIT.

We utilize a platform which combines a dynamic PBC list, assignment workflow,
and secure file hosting to deliver a more efficient and organized engagement.
Everyone involved has a real time view of the document collection process.
See What We Are All About


JUST A FEW OF OUR HAPPY CLIENTS


 5/5

We’re glad we switched to Lee CPA Audit Group. The firm’s focus on 401(k) plan
audits really do translate into seamless audit experience.


JOHN DOE


 5/5

We appreciate Lee CPA Audit Group’s top tier client service, professionalism and
expertise.


JOHN DOE


 5/5

We love working with Lee CPA Audit Group. Easy cloud-based document exchange
platform to use, fantastic staff and nothing but great results!


JOHN DOE


 5/5

Lee CPA Audit Group truly lives up to its slogan every year. "Maximum Assurance.
Minimum Annoyance."


JOHN DOE


 5/5

We’re glad we switched to Lee CPA Audit Group. The firm’s focus on 401(k) plan
audits really do translate into seamless audit experience.


JOHN DOE


 5/5

We appreciate Lee CPA Audit Group’s top tier client service, professionalism and
expertise.


JOHN DOE


 5/5

We love working with Lee CPA Audit Group. Easy cloud-based document exchange
platform to use, fantastic staff and nothing but great results!


JOHN DOE


 5/5

Lee CPA Audit Group truly lives up to its slogan every year. "Maximum Assurance.
Minimum Annoyance."


JOHN DOE


 5/5

We’re glad we switched to Lee CPA Audit Group. The firm’s focus on 401(k) plan
audits really do translate into seamless audit experience.


JOHN DOE


 5/5

We appreciate Lee CPA Audit Group’s top tier client service, professionalism and
expertise.


JOHN DOE









ARE YOU READY TO GET STARTED?

Connect With Us


© 2021 LEE CPA AUDIT GROUP ALL RIGHTS RESERVED.

 * Home
 * Your Audit Experience With Us
 * 401k Plan Audit Requirement
 * Pricing
 * About Us
 * FREE 401k Resources
 * Connect With Us