About Alta CPA Group LLC
<p>Audit and accounting work for businesses and individuals is the focus at Alta CPA Group LLC, a CPA firm founded in 2017. The firm is headquartered in Annapolis in the Baltimore–Washington region and works with clients across the area.</p> <p>Alta CPA Group LLC is led by auditor Jeffrey S. Griffith. Along with audit services, the firm also handles tax planning, financial statement preparation, and business consulting for organizations that want straightforward answers and clean reporting.</p> <p>What sets the firm apart is that clients work directly with an experienced auditor, rather than being passed between departments, which can help keep requests and follow-ups simple.</p> <p>Learn more at <a href="https://www.altacpa.com/">https://www.altacpa.com/</a>.</p> <ul> <li>CPA firm established in 2017</li> <li>Headquarters: Annapolis, Maryland (Baltimore–Washington metro)</li> <li>Retirement plan audit support as part of its work as <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax planning and compliance</li> <li>Financial statement preparation and business consulting</li> </ul>
Website: https://www.altacpa.com/
Founded: 2017
Office Locations
- Annapolis, MD (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $31.4M
- 401(k): 4 plans, $31.4M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RETIREMENT PLAN FOR THE PERSONNEL OF THE KEY SCHOOL | KEY SCHOOL, INC., MD | $37M | 183 |
| VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST | VANTAGE SYSTEMS INC, MD | $13M | 118 |
| ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNE ARUNDEL COUNTY MENTAL, MD | $8M | 116 |
| 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ARUNDEL LODGE, INC. | ARUNDEL LODGE, INC., MD | $3M | 141 |
| HARBOR ROOFING AND CONTRACTING, INC. 401(K) PLAN | HARBOR ROOFING AND CONTRACTING, INC, MD | $3M | 79 |
| 401(k) Retirement Plan | Healthcare Sponsor, MD | $1M | 171 |
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