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Providing a seamless audit firm transition

Switching from another audit provider to Metz & Associates couldn’t be easier!

Transferring from your current employee benefit plan audit provider to Metz & Associates, PLLC is a simple and easy process.  It simply requires your signature on the new engagement letter.

From there, the audit personnel at Metz & Associates handle all other aspects related to the transition.

We will begin working right away with your service providers to create a timeline for the audit to be completed before your expected issuance date.

Our commitment to service, communication, efficiency and our extensive knowledge of employee benefit plans all combine to create a seamless transition.

We would very much like the opportunity to be of service to you and your plan participants. Please contact us at your convenience to receive a proposal for your next plan audit.

We issue a service guarantee with the proposal which includes a  fixed engagement fee,  a three year price guarantee and we waive the deposit in the first year. 

(602) 944-6353

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