About ATA PC
<p>Accounting and audit services are the core of ATA PC’s work, with a focus on assurance, tax, and business consulting. Founded in 1940, the firm supports clients across the Southeast and works with employers that need <a href="/auditors/401k">401(k) auditors</a> and other retirement plan-related assurance services.</p> <p>ATA PC is headquartered in Union City, Tennessee, in the northwest Tennessee area near the Kentucky border, and serves organizations throughout the broader Southeast region. Its Union City office handles assurance engagements, tax preparation and planning, and consulting work for individuals and businesses.</p> <p>The firm has been named an IPA Top 150 Regional Accounting Firm and has received the Best of Accounting Award. One point that sets ATA apart is its long operating history paired with a dedicated ERISA audit focus within its local leadership team.</p> <p>Miles Anderson, CPA, is a partner and a leader connected to the Milan and Union City offices. He focuses on ERISA audits and tax services and brings more than ten years of experience working with retirement plan and tax matters.</p> <ul> <li>ERISA plan audits and related assurance services</li> <li>Tax preparation for individuals and businesses</li> <li>Tax planning and advisory support</li> <li>Business consulting services</li> <li>Regional accounting support across the Southeast</li> </ul>
Website: https://ata.net/union-city-tn/
Founded: 1940
Office Locations
- Union City, TN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 46
- Total AUM Audited: $517.5M
- 401(k): 46 plans, $517.5M AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| PENSION PLAN FOR EMPLOYEES OF CENTRAL SERVICE ASSOCIATION | CENTRAL SERVICE ASSOCIATION, MS | $175M | 449 |
| FREED-HARDEMAN UNIVERSITY 403(B) RETIREMENT PLAN | FREED-HARDEMAN UNIVERSITY, TN | $47M | 480 |
| FIRST CITIZENS NATIONAL BANK ESOP PLAN AND TRUST | FIRST CITIZENS NATIONAL BANK, TN | $39M | 280 |
| FIRST CITIZENS NATIONAL BANK 401(K) PLAN | FIRST CITIZENS NATIONAL BANK, TN | $37M | 277 |
| FREMONT-WRIGHT, LLC RETIREMENT READINESS 401(K) PLAN | FREMONT-WRIGHT, LLC, TN | $36M | 592 |
| 401(k) Retirement Plan | Healthcare Sponsor, TN | $27M | 204 |
| 401(k) Retirement Plan | Manufacturing Sponsor, KY | $23M | 124 |
| 401(k) Retirement Plan | Professional Services Sponsor, TN | $22M | 120 |
| 401(k) Retirement Plan | Technology Sponsor, TN | $22M | 130 |
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