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Dufek & Company, LLC is a certified public accounting firm conducting 401k and other employee benefit plan audits.  Formed by the husband and wife team of Scott and Nancy Dufek, we are unlike most CPA firms in that you will deal solely with the owners of the firm.  With many CPA firms, your engagement will be staffed by a revolving door of recent college graduates that may ask many of the same questions every year.  With Dufek & Company, you will have the continuity of working with people you know and trust and will not have to battle a continual learning curve. 

By working directly with the owners, you can also be assured that things will be done correctly the first time through.  This saves your sanity and your staff's time.  There will be no calls three weeks after fieldwork that additional samples need to be selected because the review process happens immediately.  At most firms, your benefit plan audit is treated as an 'after thought' that is squeezed in between profitable engagements and summer vacations.  Consequently, it is of low priority to the most knowledgeable members of the firm.  The entry level accountants that visit you complete their work and then your file can sit for weeks before a knowledgeable manager makes time to review - it is at this time that they discover what they missed and what was done wrong and it is when your phone rings with more requests!

Another major distinction between our firm and other CPA firms is that we are not a full service accounting firm - we only perform employee benefit plan audits!  To demonstrate our commitment, we have joined the American Institute of Certified Public Accountants' (AICPA) Employee Benefit Plan Audit Quality Center.

Biographies:

Scott worked in public accounting for eleven years before forming Dufek & Company, LLC.  This included four years at an international accounting firm where he functioned as a Regional Employee Benefit Plan Coordinator.  His responsibilities included overseeing and growing the Milwaukee employee benefit plan practice along with training audit staff on a regional level.  He routinely traveled to Washington DC to attend sessions moderated by the Chief Accountant of the Department of Labor (DOL) to stay current on DOL and IRS hot button issues. 

Scott has overseen hundreds of employee benefit plan audits including those sponsored by both private companies and collectively-bargained (Union) contracts.  These plans include - 401(k), profit sharing, ESOP, money purchase, defined benefit pension and health & welfare plans. 

Nancy has spent the past decade focusing on various accounting disciplines.  Most recently, she worked for four years at a regional CPA firm planning and performing employee benefit plan and corporate audits.  She acted as a client liaison and was responsible for drafting financial statements and assisting clients with filing quarterly and annual tax documents. 

Prior to working in public accounting, Nancy was the office manager at a plumbing contractor where she was responsible for the oversight of all accounting functions of the company. 

 

To further discuss how Dufek & Company can work for you, please click the highlighted link to read what three things we will need to give you a no obligation fee quote on your benefit plan audit:  Request for Proposal Items Needed.