Debra L. Warnacutt Certified Public Accountant
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1200 Paseo Camarillo
Suite 100
Camarillo, CA
93010-6083
______________________

Phone: 805.388.4600

Fax: 805.388.7666

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Contact DLW - Obtain A Quote

The cost of your audit is based on two factors:  the level of risk associated with the engagement and the amount of time it will take to complete the audit.  Debra L. Warnacutt, CPA only performs qualified pension audits.  This ensures that you benefit from the specialized expertise of a recognized industry leader.  Through her use of streamlined techniques and extensive knowledge of IRS, DOL and ERISA regulations, Debra L. Warnacutt, CPA is able to provide large firm service at a competitive and fair cost.

Please complete the following to obtain your “no obligation” quote.

Name of Plan (as it appears on the Form 5500):


Company Name:

Your Name and Title:

Your address:

Your phone number:

Your fax number:

Your email address:

Plan year to be audited:

Are any plan years delinquent: Yes - No

Is this the first year the Plan must be audited: Yes - No

Name and contact information for previous auditor:

Has the Company received any notices from the Department of Labor: Yes - No

Number of participants on the first day of the Plan year to be audited:

Name of trustee or custodian holding the investments:

Do participants make investment selections from a list provided by the Company: Yes - No

May participants select any investment available in the stock market: Yes - No

Does the Plan allow participants to make Roth contributions: Yes - No

Did the Company match any portion of the employee contribution during the Plan year: Yes - No

Did the Company make profit sharing contributions during the Plan year: Yes - No

If the Plan makes loans to participants, what is the number of loans
outstanding on the last day of the Plan year:

What is the dollar amount of loans outstanding on the last day of the Plan year:

Are employees automatically enrolled in the Plan once they become eligible: Yes - No

Best time to reach you:

Any comments or questions: