About BHLF LLP
<p>Audit, tax, and accounting work is the core of BHLF LLP, with additional support for organizations that need help with assurance and day-to-day financial reporting. Founded in 1986, the firm works with business owners, executives, and independent professionals across a range of industries.</p> <p>Based in Walnut Creek in the East Bay/San Francisco Bay Area, BHLF LLP provides assurance services that include audits, reviews, and compilations. The firm also handles consulting and tax services for clients who want a single accounting team across the year.</p> <p>A key area of focus is work with non-profit organizations and employee benefit plans, making BHLF LLP a practical fit for sponsors looking for experienced <a href="/auditors/401k">401(k) auditors</a> and related plan audit support. What sets the firm apart is this mix of employee benefit plan specialization alongside traditional tax and assurance services under one roof.</p> <ul> <li>Employee benefit plan audit services</li> <li>Assurance: audit, review, and compilation</li> <li>Tax planning and tax preparation</li> <li>Accounting and financial reporting support</li> <li>Consulting for businesses and organizations</li> </ul>
Website: https://www.bhlfcpa.com/
Founded: 1986
Office Locations
- Walnut Creek, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $113.4M
- 401(k): 4 plans, $113.4M 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 |
|---|---|---|---|
| MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN | MILESTONE TECHNOLOGIES, INC, CA | $64M | 1,900 |
| BAY SURGERY CENTER LP / PAIN & REHABILITATIVE CONSULTANTS 401(K) PROFIT SHARING PLAN | BAY SURGERY CENTER LP/PAIN & REHABILITATIVE CONSULTANTS MEDICAL, CA | $17M | 110 |
| ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN | ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC., CA | $16M | 249 |
| BIRDEYE INC. RETIREMENT TRUST | BIRDEYE INC., CA | $11M | 243 |
| KITTY HAWK CORP. 401(K) PLAN | KITTY HAWK CORPORATION, CA | $22,909 | — |