About Caron & Bletzer, PLLC | Core Values

Our Core Values:

  • We will deliver consistently technically excellent professional services in our core areas of ERISA and tax.
  • We will always maintain the highest standards of personal integrity in all that we do.
  • We will demonstrate our commitment to client service by going above and beyond expectations in the delivery of our services.
  • We will do all of this while respecting and embracing personal differences and working to foster teamwork with and between our staff and clients.
  • We will work to encourage and promote the personal and professional growth of all of our team members.
ERISA AUDIT SERVICES WE OFFER

Employee benefit plan audits of:

  • 11-K Audits
  • 401(k) plans
  • 403(b) plans
  • Other 401(a) plans
  • Money purchase pension plans
  • Defined benefit pension plans
  • Cash balance pension plans
  • ESOPs
  • Other hybrid plans
  • Funded welfare benefit plans

ERISA consulting and other employee benefit plan services:

Form 5500 preparation and review

Employee benefit plan tax services, including preparation of Forms 8955-SSA, 5330, 990, 990-T

Representation in DOL and IRS examinations

Consulting in ESOP formation and transactions

Assistance in correcting problems involving late filings, plan administration and design, including self-corrections and submissions to the DOL and IRS under established correction programs (DFVCP, VFCP and EPCRS)

Assistance with the RFP process to find plan service providers