Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Employee Benefit Plans

Burge & Associates recognizes that auditing retirement plans is a complex and industry-specific task that requires seasoned experience and knowledge. With changing rules and regulations from the Internal Revenue Service and Department of Labor, it is essential that companies choose the right audit provider for their retirement plans.

Burge & Associates' clients can benefit from our retirement plan audit best practices, which encompass:

Comprehension: We assist clients in understanding their plans and their related audit and compliance requirements.

Communication: Placing high value on the communication process, we emphasize clear planning and organization to help ensure a smooth audit.

Coordination: We take the lead to coordinate all phases of the plan audit, including coordinating with third-party record keepers, investment trustees, payroll servicers and actuaries.

Technical Experience

Burge & Associates' professionals thoroughly understand employee benefit plan audits. We use a nationally developed audit approach and can provide guidance on best practices for various employee benefit plan audits, including:

  • Defined contribution

  • Defined benefit

  • Health and Welfare/VEBA

  • 401(k)

In addition, we can offer suggestions to help improve the internal controls of a plan and can note areas that should be considered for compliance with the laws and regulations under ERISA.


What Others Say

"They have been a tremendous asset to our organization. The depth of knowledge and breadth of services at Burge & Associates has been a key tool in growing our small business. At every turn in our financial world they have either given or offered a solution to any issue we have had. Food For Thought - This is the ONLY PCA I've used in my adult life, except the first one, that did not lay some sort of blame on my previous PCA. They're all rock stars." - Jeff Luther

"Burge & Associates rescued us from a terrible Accounting situation with another firm handling our Small Business Tax/Accounting Needs. They have been extremely professional, timely, courteous and responsive to all of our inquiries and are constantly keeping us top of mind on deadlines. With their partnership, we don't have to "worry" about who's looking out for us and know we have someone in our corner." - Claire Blake

"As a small business owner, it's critical to have a dependable, professional, and aggressive accounting firm to work with. Burge and Associates is that and more. I'm very happy with everything and turn around time and attention to detail are fantastic!" - Jeffrey Wertz

"Burge and Associates oversees all of our bookkeeping and taxes. Sarah and the rest of the staff are knowledgeable and put in a lot of work for non-profits and small businesses. Thanks for all you do Burge & Associates!" - Tammy Washington

"We have been working with Burge for years and they are excellent! Very efficient, reliable, and helpful. Sarah Grizzle is awesome!" - Carlyn Clawson

"These are the best CPAs I've ever worked with. I'm so glad I made the switch- they've been available whenever I need them, quick to help, incredibly knowledgeable and keep my best business interests in mind. They also have gotten my two businesses so financially organized- tax time isn't something that leaves me pulling my hair out! It's just a couple of clicks and I'm done. They're great!" - Christina Scalera

"When I opened my small business, I met with Chad Swanson of Burge & Associates. I am an expert in my business offerings but have no familiarity with the financials and tax obligations. In our first meeting, Chad ran several scenarios for my business and provided me with a very clear understanding of business taxes. It was a fantastic experience which led to us hiring him to also do our personal taxes. In addition, at any time I had a question, I would email Chad and received a response within the hour, without fail. I learned about Burge and Associates from numerous friends who have been using them for years for their business, non-profit, and personal taxes. We could not be happier with our experience!" - Erica Newcomb

"We own a small business and Burge and Associates handles all of our bookkeeping and tax work. We would be LOST without Chet, Jason and Daisy. We're grateful for their knowledge of our industry and their tireless work to make sure we are accurate in our reporting and that we get the maximum tax credit possible.

Thanks for all of your hard work, Team Burge!" - Ryan Boon

"If you're looking for a competent and trustworthy CPA, look no further than Chad Swanson. Aside from saving us thousands of dollars, his business acumen and customer care continues to impress. He is by far the best CPA we've ever used." - Scott Lilly

"I have had the pleasure of working with Chad Swanson, with Burge and Associates for the past two years, and he has been absolutely terrific. He is personable, extremely smart, pays attention to detail, and handles complicated financial issues extremely well. I enthusiastically recommend him and his firm for all accounting and financial matters, and I guarantee any clients will be extremely pleased!!" - Jay Garten