#1 Kelly Partners (frs) Attest Service
Serves this area from St. Petersburg, FL (75 mi)
Call (727) 347-1120 · Website401(k) & Benefit Plan Audit Firms in Charlotte County, FL
The top-ranked benefit plan audit firms serving Charlotte County, FL are Kelly Partners (frs) Attest Service, Berman Hopkins Wright & Laham and Purvis Gray & Company. We list 12 benefit plan audit firms serving Charlotte County, FL. 12 of the providers shown match an active record from U.S. Department of Labor, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
401(k) & Benefit Plan Audit Firms serving Charlotte County, FL. 12 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked benefit plan audit firms for Charlotte County
#2 Berman Hopkins Wright & Laham
Serves this area from Viera East, FL (121 mi)Call (321) 757-2020 · Website#3 Purvis Gray & Company
Serves this area from Ocala, FL (156 mi)Call (352) 732-3872#4 Cbiz CPAS P.C.
Serves this area from New York, NY (1059 mi)Call (212) 503-8800 · Website#5 Satty Levine And Ciacco CPA
Serves this area from Melville, NY (1075 mi)Call (516) 338-9500 · Website#6 Cliftonlarsonallen LLP
Serves this area from Minneapolis, MN (1394 mi)#7 Armanino LLP
Serves this area from San Ramon, CA (2434 mi)Call (925) 790-2600 · Website#8 Hsc/tuscan & Company, PA
Serves this area (office location not on file)#9 Wiltshire Whitley Richardson & Engl
Serves this area from Fort Myers, FL (24 mi)Call (239) 334-9191 · Website#10 Walters & Associates, CPAS
Serves this area from Sarasota, FL (43 mi)Call (941) 366-4450 · Website
2 more providers serving this area
- Suplee Shea Cramer & Miller P.A., Sarasota, FL (44 mi)
- Kerkering, Barberio & Co, Sarasota, FL (44 mi)
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Frequently asked questions
How many benefit plan audit firms serve Charlotte County?
We list 12 benefit plan audit firms serving Charlotte County, FL: 0 based there and 12 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which benefit plan audit firms serve Charlotte County?
The top-ranked benefit plan audit firms serving Charlotte County, FL are Kelly Partners (frs) Attest Service, Berman Hopkins Wright & Laham, Purvis Gray & Company, Cbiz CPAS P.C. and Satty Levine And Ciacco CPA. The full ranked list, with the official records each provider matched, is on this page.
Which benefit plan audit firms serving Charlotte County are verified against official records?
10 of the top 10 match an active official record: Kelly Partners (frs) Attest Service (U.S. Department of Labor), Berman Hopkins Wright & Laham (U.S. Department of Labor), Purvis Gray & Company (U.S. Department of Labor), Cbiz CPAS P.C. (U.S. Department of Labor) and Satty Levine And Ciacco CPA (U.S. Department of Labor), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
When does a 401(k) plan need an audit?
Generally when a plan has 100 or more participants with account balances at the start of the plan year; Form 5500 must then include an independent qualified public accountant's report. Confirm with your plan advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Charlotte County
Communities served
Punta Gorda, Rotonda, Charlotte Harbor, Cleveland, Harbour Heights, Charlotte Park, Grove City, Manasota Key, Solana