Client Portal  

We thank you for visiting our site and are available if you have any unanswered questions. 

Take credit for saving your organization thousands of dollars by spending a few minutes gathering the following three items to receive your no obligation fee quote today!

  • Copy of Summary Plan Description (SPD).
  • Copy of prior year audit report.  
  • Copy of prior year 5500* 
          * Note: Schedule SSA contains participant social security numbers and is not necessary to send.

    Requests for Proposals (RFP's) can be emailed to scott@5500audit.com

    We will acknowledge receipt of your information and will usually be able to completely respond to your proposal request within 72 hours. 

  • We appreciate your consideration and look forward to working with you in the future! 

    Email Scott directly (above) or fill out form below
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