Our Audit Support Team - PlanChec(k) CPAs
Trust our team to take care of every detail.
THE TEAM
Our Audit Support Team
The dedicated team of PlanChec(k) CPAs is committed to the success of your business. Our team is built of highly skilled and experienced tax, audit, and finance specialists to ensure your 401(k) and Employee Benefit Plan audits feel effortless. We invite you to take a few moments to meet our reliable team. Each of our team members look forward to working with you and helping your business grow.
Senior Accountant
James
James graduated in 2017 with a degree in business from Walsh University. While attending college, he played baseball on the varsity team for all four years. Before beginning his career with the firm, James worked at Walsh University’s Advancement office in the processing department. James’ responsibilities as a Senior Accountant include overseeing the audit process and client communication . He also completes the participant selection, financials and testing process. Currently, James is preparing to sit for the CPA exam.
Staff Accountant
Brian
Brian received his BBA in Accounting from University of Cincinnati. He joined the firm in May 2022 where he specializes in tax and audit. Brian prepares and analyzes financial statements and coordinates with the Audit Partner to complete document review as well as participant selection and testing for 401(k) audits.
Senior Accountant
Ethan
Ethan joined the firm in 2020 after he graduated from The Ohio State University with a BSBA in Accounting. As a Senior Accountant Ethan collaborates with clients to obtain the documentation needed to complete the audit. His responsibilities also include performing audit testing, preparing the trial balance and developing and issuing the Financial Statements.