Biographies

Biographies:

Scott M Dufek, CPA

Scott has over 20 years experience auditing and supervising the audits of employee benefit plans.  Prior to forming Dufek & Company, LLC in 2009, he gained industry experience working as a CPA at two different public accounting firms.  This included five years working at an international CPA 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 been auditing employee benefit plans for the better part of two decades.  Her wealth of experience working with a multitude of industry service providers (i.e., record keepers, TPA’s and payroll providers) allows us to work directly with your providers and their online systems; Many of the items we need can be accessed without infringing on your time.

Before starting Dufek & Company in 2009, she refined her auditing skills working as a public accountant with 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 filing quarterly and annual tax documents.

Prior to entering public accounting she was the office manager for a plumbing contractor where she was responsible for the oversight of all accounting functions of the company.


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