Scott M Dufek, CPA
Scott has eighteen years experience auditing and supervising the audits of employee benefit plans. Prior to forming Dufek & Company, LLC in 2009, he gained industry experience by working as a CPA at two different public accounting firms. This included five years working at an international accounting firm where he functioned as a Regional Employee Benefit Plan Coordinator. In this role, his responsibilities included overseeing and growing the Milwaukee office employee benefit plan practice along with the regional training of audit staff to assure compliance with ERISA and Department of Labor/IRS regulations.
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), 403(b), profit sharing, ESOP, money purchase, defined benefit pension and health & welfare plans.
Nancy C Dufek, CPA
Nancy has spent the past decade auditing employee benefit plans and focusing on various accounting disciplines. She refined her auditing skills working as a public accountant for five years at a regional CPA firm. In this role, she was responsible for planning and performing employee benefit plan and corporate audits. In addition to acting as a liaison with clients, she was in charge of overseeing the completion of engagements. This included researching recent accounting pronouncements, 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.