Humphrey CPA Group, L.L.C.

Employee Benefit Plan Auditor

Indianapolis, IN

About Humphrey CPA Group, L.L.C.

<p>Founded in 1991, Humphrey CPA Group, L.L.C. is based in Indianapolis in the central Indiana region and works with clients virtually across the U.S.</p> <p>The firm provides accounting and tax preparation for individuals and small businesses. Individual services include virtual tax preparation and electronic filing, along with support for returns that involve crypto currency transactions.</p> <p>Humphrey CPA Group also handles specialized tax work related to life and legal events, including estate tax preparation, trust tax preparation, and divorce tax preparation. Clients that need a directory of <a href="/retirement-plans">retirement plan providers</a> may also work with this firm in an audit capacity.</p> <p>What sets the practice apart is its mix of fully virtual delivery and depth in complex individual filings that often require extra documentation and coordination.</p> <ul> <li>Tax preparation for individuals</li> <li>Small business tax preparation and accounting support</li> <li>Virtual tax preparation and electronic filing</li> <li>Crypto currency, estate, trust, and divorce-related tax preparation</li> </ul>

Website: https://www.humphreycpallc.com/

Founded: 1991

Office Locations

  • Indianapolis, IN (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 1
  • Total AUM Audited: $11.0M
  • 401(k): 1 plans, $11.0M 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).

PlanSponsorAssetsParticipants
SCHILLING BROTHERS LUMBER & HARDWARE, INC. PROFIT SHARING PLANSCHILLING BROTHERS LUMBER & HARDWARE, INC., IN$11M176

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