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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ROBINSON MILLS & WILLIAMS PROFIT SHARING 401(K) PLAN | ROBINSON MILLS & WILLIAMS, CA | $36M | 111 |
| BURGER PHYSICAL THERAPY PROFIT SHARING & 401(K) PLAN | BURGER REHABILITATION SYSTEMS, INC., CA | $11M | 155 |
| COMPREHENSIVE CARE OF OAKLAND 401(K) PLAN | COMPREHENSIVE CARE OF OAKLAND, CA | $3M | 137 |
| LEADSTACK 401(K) PLAN | LEADSTACK, INC, CA | $2M | 88 |