About Johnson, Stone & Pagano, P.S.
<p>Founded in 1982, Johnson, Stone & Pagano, P.S. is a CPA firm based in Fircrest in the Tacoma area, working with clients across the South Sound and the broader Puget Sound region.</p> <p>The firm handles audit work alongside tax and accounting services for businesses and individuals. For employers that sponsor retirement plans, its work fits within the broader category of <a href="/auditors/401k">401(k) auditors</a>, with the added benefit of a team that also supports day-to-day accounting and tax needs.</p> <p>Industry experience includes nonprofits, real estate, construction, manufacturing, and professional services. Clients often use the firm for practical items like QuickBooks support and R&D tax credit help, as well as longer-term planning for estates and trusts.</p> <p>What sets the firm apart is its mix of assurance work (audits, reviews, and compilations) and hands-on tax and accounting support under one roof, which can simplify coordination for growing organizations.</p> <ul> <li>Audit, review, and compilation engagements</li> <li>Tax planning and tax preparation</li> <li>Accounting and advisory services</li> <li>QuickBooks setup and troubleshooting</li> <li>R&D tax credit and estate/trust tax planning support</li> </ul>
Website: https://www.jspcpa.com/
Founded: 1982
Office Locations
- Fircrest, WA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $54.6M
- 401(k): 7 plans, $54.6M 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 |
|---|---|---|---|
| THE 401(K) PROFIT SHARING PLAN OF TACOMA SCREW PRODUCTS, INC. | TACOMA SCREW PRODUCTS, INC., WA | $19M | 369 |
| WHIDBEY TELEPHONE COMPANY 401(K) PLAN | WHIDBEY TELEPHONE COMPANY, WA | $14M | 89 |
| ORION INDUSTRIES 401(K) PLAN | ORION INDUSTRIES, INC., WA | $12M | 188 |
| METROPOLITAN DEVELOPMENT COUNCIL 403(B) PLAN | METROPOLITAN DEVELOPMENT COUNCIL, WA | $6M | 159 |
| BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN | BEHAVIORAL HEALTH RESOURCES, WA | $6M | 141 |
| 403(b) Retirement Plan | Healthcare Sponsor, WA | $3M | 246 |
| 401(k) Retirement Plan | Manufacturing Sponsor, WA | $3M | 98 |
| 401(k) Retirement Plan | Professional Services Sponsor, WA | $3M | 39 |
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