Heberlein & Falk, P.C.

Employee Benefit Plan Auditor

Erie, PA

About Heberlein & Falk, P.C.

<p>Founded in 1991 on the shores of Lake Erie, Heberlein &amp; Falk, P.C. is a CPA firm based in Erie in Northwestern Pennsylvania.</p> <p>The firm handles financial statement audits, reviews, and compilations for businesses that need clear reporting and dependable documentation. As part of its audit work, Heberlein &amp; Falk can support retirement plan sponsors that need an experienced <a href="/auditors/401k">401(k) auditors</a> partner.</p> <p>Heberlein &amp; Falk also provides tax planning and tax return preparation, along with business consulting for owners and management teams. The mix of assurance and tax services allows clients to keep audit and tax work with one local team instead of splitting it across multiple firms.</p> <ul> <li>Financial statement audits</li> <li>Reviews and compilations</li> <li>Tax planning</li> <li>Tax return preparation and filing</li> <li>Business consulting</li> </ul>

Website: https://www.hferiecpa.com/

Founded: 1991

Office Locations

  • Erie, PA (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 2
  • Total AUM Audited: $10.8M
  • 401(k): 2 plans, $10.8M AUM

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