Alexander & Williams LLC

Employee Benefit Plan Auditor

Dallas, TX

About Alexander & Williams LLC

<p>Audit and accounting work for retirement plans is a core part of what Alexander &amp; Williams LLC does as a CPA firm. Founded in 2014, the firm works with businesses and individuals that need clear financial reporting, tax help, and day-to-day accounting support.</p> <p>Based in Dallas in the Dallas–Fort Worth metro area, Alexander &amp; Williams LLC handles audit services along with tax planning, bookkeeping, and related consulting. James Williams leads the firm.</p> <p>Plan sponsors and business owners can reach the office at 5050 Quorum Dr., Suite 700, Dallas, TX 75254, call 469-987-5000, or visit <a href="https://aw-cpa.com/">https://aw-cpa.com/</a>. What sets the firm apart is that you can work directly with a local CPA team that combines audit and tax services under one roof.</p> <ul> <li>CPA firm offering audit services, including work as <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax planning and tax preparation</li> <li>Bookkeeping and accounting support</li> <li>Consulting for businesses and individuals</li> </ul>

Website: https://aw-cpa.com/

Founded: 2014

Office Locations

  • Dallas, TX

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 44
  • Total AUM Audited: $327.8M
  • 401(k): 44 plans, $327.8M AUM

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