Yulishana is a boutique accounting firm dedicated exclusively to performing employee benefit plan audits so we can provide our clients with a combination of deep expertise and best-in-class service.

Yuli’s experience working in large firms helped her to develop a streamlined system to make the audit process easy and painless for her clients. And her hands-on, personalized approach keeps her clients informed every step of the way.

As a client, you’ll work directly with Yuli so you don’t have to worry about inexperienced staff with high turnover rates. She’s always accessible by phone and has the heart of a teacher so you can rest assured that you are fully informed and understand the process.

- Audits of 401(k) and 403(b) plans – full scope and limited scope
- Assistance with Form 5500 filings
- Guidance in working with service providers
- Support with prohibited transaction issues and best practices for avoiding them in the future
- Help and support with IRS and DOL inquiries and audits
- Assistance with any compliance issues found during the audits

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