About Julian Sur, CPA
<p>Founded in 1991, this CPA practice works with small- to medium-sized businesses across the Philadelphia suburbs. From its headquarters in Phoenixville in the western Philadelphia metro area, the firm provides audit, tax, and accounting support for day-to-day operations and year-end reporting.</p> <p>Julian Sur, CPA is led by Julian G. Sur and performs certified financial audits in line with AICPA and GAAP standards. The firm also handles tax preparation and stays current on tax law changes that affect business filings and planning.</p> <p>Clients can work with the team at 132 West Wayne Avenue, Phoenixville, PA 19312, or through its Berwyn office. One practical differentiator is the ability to keep audit, tax, and bookkeeping under one roof, which helps reduce handoffs between vendors.</p> <ul> <li>Financial statement audits (AICPA and GAAP)</li> <li>Tax preparation for businesses</li> <li>Accounting and bookkeeping</li> <li>Regular financial reporting and financial planning support</li> <li>Phone: 610-647-4833</li> </ul>
Website: https://juliansurcpa.com/
Founded: 1991
Office Locations
- Phoenixville, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $122.8M
- 401(k): 4 plans, $122.8M 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 |
|---|---|---|---|
| SPARKS MARKETING 401(K) SAVINGS PLAN | SPARKS MARKETING LLC, PA | $54M | 673 |
| VALSOURCE, INC. 401(K) PLAN | VALSOURCE, INC., PA | $44M | 267 |
| RECONSTRUCTIVE ORTHOPEDICS, P.A. 401(K) PROFIT SHARING PLAN | RECONSTRUCTIVE ORTHOPEDICS, P.A., NJ | $25M | 207 |
| SEA BOX, INC. 401(K) SALARY REDUCTION PLAN | SEA BOX, INC., NJ | $21M | 325 |
| VCHECK GLOBAL LLC RETIREMENT SAVINGS PLAN | VCHECK GLOBAL, LLC, CA | $4M | 156 |