About Kuenzi & Company, LLC
<p>Founded in 1978, this Salem, Oregon CPA firm works with organizations that need financial statements and tax filings prepared to professional standards.</p> <p>Headquartered in Salem in the Willamette Valley, Kuenzi & Company, LLC supports clients across the greater mid-Willamette region with core accounting and tax services, including financial accounting and tax preparation.</p> <p>The firm’s work is often used by boards of directors, financial institutions, and surety bonding companies, so reporting is prepared with those third-party review needs in mind. That focus on outside stakeholders is a practical differentiator for clients who rely on financial statements for lending or bonding decisions.</p> <ul> <li>CPA firm based in Salem, Oregon</li> <li>Founded in 1978</li> <li>Financial accounting and financial statement support</li> <li>Tax preparation services</li> <li>Experience with reporting used by boards, lenders, and surety bond providers</li> </ul>
Website: https://www.kuenzicpas.com/
Founded: 1978
Office Locations
- Salem, OR (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $264.1M
- 401(k): 10 plans, $264.1M 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 |
|---|---|---|---|
| ALDRICH RETIREMENT PLAN | AKT SERVICES, LLP, OR | $107M | 376 |
| ALDRICH RETIREMENT PLAN | ALDRICH SERVICES, LLP, OR | $98M | 365 |
| OTAK INC. 401K EMPLOYEE SAVINGS PLAN | OTAK INC., OR | $45M | 323 |
| SEIU LOCAL 503 RETIREMENT PLAN | SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION, OR | $33M | 174 |
| K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | K & E EXCAVATING INCORPORATED, OR | $25M | 291 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $23M | 160 |
| 401(k) Retirement Plan | Manufacturing Sponsor, AK | $21M | 152 |
| 401(k) Retirement Plan | Professional Services Sponsor, OR | $20M | 149 |
| 401(k) Retirement Plan | Technology Sponsor, OR | $18M | 183 |
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