# Anne McCaleb CPA
Source: https://planprovider.pro/provider/anne-mccaleb-cpa

> 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…

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/](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|

## Other Employee Benefit Plan Auditors in OR

- [Verity Accountancy, PC](https://planprovider.pro/provider/verity-accountancy-pc) - Portland, OR

- [Gary McGee & Co. LLP](https://planprovider.pro/provider/gary-mcgee-and-co-llp) - Portland, OR

- [Worthy & Company, LLC](https://planprovider.pro/provider/worthy-and-company-llc) - Hillsboro, OR

- [McDonald Jacobs, P.C.](https://planprovider.pro/provider/mcdonald-jacobs-pc) - Portland, OR

- [Geffen, Mesher & Company, P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) - Portland, OR

- [Day CPA Services, P.C.](https://planprovider.pro/provider/day-cpa-services-pc) - Newberg, OR

- [Delap LLP](https://planprovider.pro/provider/delap-llp) - Lake Oswego, OR

- [Maginnis & Carey LLP](https://planprovider.pro/provider/maginnis-and-carey-llp) - Portland, OR

- [Perkins & Company, PC](https://planprovider.pro/provider/perkins-and-company-pc) - Portland, OR

- [Wicks Emmett LLP](https://planprovider.pro/provider/wicks-emmett-llp) - Roseburg, OR

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