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Benefit Plan Services


  • Audit of financial statements
  • Accounting (monthly, quarterly work)
  • Tax
  • Compliance Audits
  • Claims Reviews
  • Insured versus self-funded feasibility studies
  • Cost allocation studies for shared expenses
  • Preparation of participant statements and other notifications

For more information about our services to employee benefit plans, please contact us at info@legacycpas.com.