Baratz & Associates P.A.

Employee Benefit Plan Auditor

Marlton, NJ

About Baratz & Associates P.A.

<p>Accounting and audit work is the focus at this CPA firm founded in 1982. Baratz &amp; Associates P.A. operates from Marlton in South Jersey, serving clients across the Philadelphia metro area and the broader Delaware Valley.</p> <p>As a firm that handles audit engagements, it is a fit for organizations looking for <a href="/auditors/401k">401(k) auditors</a> alongside general financial statement and compliance work. The team also provides tax planning and preparation, business consulting, and valuation services for closely held businesses.</p> <p>Other offerings include litigation support and forensic accounting, estate planning, and assistance with mergers and acquisitions. The firm has been listed on Inside Public Accounting’s Top 400 Firms List.</p> <p>One differentiator is the mix of audit, valuation, and forensic accounting work under one roof, which helps clients keep complex accounting projects with a single firm.</p> <ul> <li>Audit services, including retirement plan audit support</li> <li>Tax planning and tax return preparation</li> <li>Business consulting and business valuations</li> <li>Litigation, forensic accounting, and dispute support</li> <li>Estate planning and M&amp;A support</li> </ul>

Website: https://www.baratzcpa.com/

Founded: 1982

Office Locations

  • Marlton, NJ

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 42
  • Total AUM Audited: $2.3B
  • 401(k): 42 plans, $2.3B AUM

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