JRM Accountancy Corp

Employee Benefit Plan Auditor

Ramona, CA

About JRM Accountancy Corp

<p>Inland North San Diego County businesses and individuals work with JRM Accountancy Corp for tax, accounting, and audit support from a local CPA practice.</p> <p>Founded in 2006 and headquartered in Ramona, California, the firm also serves nearby communities such as Poway. JRM Accountancy Corp handles tax planning and preparation for individuals and provides accounting and audit services for businesses.</p> <p>Unlike larger firms that route clients through multiple teams, JRM Accountancy Corp is known for close, direct attention and a responsive workflow, which can be helpful when deadlines and document requests move quickly.</p> <p>For details, visit <a href="https://jmyerscpa.com" target="_blank" rel="noopener">jmyerscpa.com</a> or call (760) 239-0377.</p> <ul> <li>CPA firm offering audit and accounting services</li> <li>Individual tax planning and tax preparation</li> <li>Business accounting support</li> <li>Consulting services</li> <li>Based in Ramona, serving the North San Diego County area (including Poway)</li> </ul>

Website: https://jmyerscpa.com

Founded: 2006

Office Locations

  • Ramona, CA
  • Ramona, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 2
  • Total AUM Audited: $18.3M
  • 401(k): 2 plans, $18.3M 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
PREDICATE LOGIC, INC. 401(K) PROFIT SHARING PLAN PREDICATE LOGIC, INC., CA $18M 125
DHSE INC-401K PLAN DHSE INC, CA $112,514 110

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