Anne McCaleb CPA

Employee Benefit Plan Auditor

Brandon, OR

About Anne McCaleb CPA

<p>Accounting and tax work is the focus at Anne McCaleb CPA, a CPA firm founded in 2016. The practice is based in Brandon, Oregon and works with individuals and businesses in the surrounding area.</p> <p>Anne E. McCaleb is the primary contact. The firm handles day-to-day accounting support along with tax preparation and related planning, with an emphasis on clear communication and accurate reporting.</p> <p>For retirement plan sponsors that need an independent review, the firm operates as an auditor and supports plan-related financial reporting. This makes it a practical option for employers looking for a local <a href="/auditors/401k">401(k) auditors</a> resource.</p> <p>What sets the firm apart is the direct, owner-led approach—clients work with Anne E. McCaleb rather than being passed between departments. More information is available at <a href="https://www.annemccalebcpa.com/">https://www.annemccalebcpa.com/</a>.</p> <ul> <li>CPA firm founded in 2016</li> <li>Based in Brandon, OR</li> <li>Tax preparation and tax planning support</li> <li>General accounting services for individuals and businesses</li> <li>Auditor support for retirement plan reporting needs</li> </ul>

Website: https://www.annemccalebcpa.com/

Founded: 2016

Office Locations

  • Brandon, OR

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 5
  • Total AUM Audited: $63.3M
  • 401(k): 5 plans, $63.3M 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).

PlanSponsorAssetsParticipants
ROBINSON MILLS & WILLIAMS PROFIT SHARING 401(K) PLANROBINSON MILLS & WILLIAMS, CA$36M111
BURGER PHYSICAL THERAPY PROFIT SHARING & 401(K) PLANBURGER REHABILITATION SYSTEMS, INC., CA$11M155
COMPREHENSIVE CARE OF OAKLAND 401(K) PLANCOMPREHENSIVE CARE OF OAKLAND, CA$3M137
LEADSTACK 401(K) PLANLEADSTACK, INC, CA$2M88

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