Ludwick, Montgomery & Stapp P.C.

Employee Benefit Plan Auditor

Temple, TX

About Ludwick, Montgomery & Stapp P.C.

<p>Founded in 1973, Ludwick, Montgomery &amp; Stapp P.C. has worked with Central Texas individuals and businesses for decades. The firm is based in Temple, in the Killeen–Temple–Fort Hood metro area, and operates as a CPA practice that also supports clients who need <a href="/retirement-plans">retirement plan providers</a> to coordinate with their financial reporting and tax work.</p> <p>Ludwick, Montgomery &amp; Stapp P.C. handles accounting and tax matters for both personal and business needs, with services that include income tax preparation and related filing support. Clients work with firm contacts including Blake P. Stapp.</p> <p>For business owners, the firm prepares returns for partnerships, S-corporations, and C-corporations, and also provides payroll help along with state and local tax services. A practical point that sets the firm apart is its mix of individual and multi-entity business tax work under one roof, which helps streamline year-round reporting and deadlines.</p> <p>Phone: (254) 771-0061. Website: <a href="https://lms-cpa.com/">https://lms-cpa.com/</a>.</p> <ul> <li>CPA firm founded in 1973</li> <li>Headquartered in Temple, Texas (Central Texas)</li> <li>Individual income tax preparation</li> <li>Business tax returns for Partnerships, S-Corps, and C-Corps</li> <li>Payroll and state &amp; local tax services</li> </ul>

Website: https://lms-cpa.com/

Founded: 1973

Office Locations

  • Temple, TX (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 5
  • Total AUM Audited: $32.7M
  • 401(k): 5 plans, $32.7M 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
DANHIL CONTAINERS II, LTD. 401(K) PROFIT SHARING PLANDANHIL CONTAINERS II, LTD., TX$16M292
PANEL SPECIALISTS, INC. 401(K) PLANPANEL SPECIALISTS, INC., TX$7M91
A WORLD FOR CHILDREN 401(K) PLANA WORLD FOR CHILDREN, TX$4M79
LOCHRIDGE-PRIEST, INC EMPLOYEE SAVINGS AND RETIREMENT PLANLOCHRIDGE-PRIEST, INC, TX$3M630
MAYBORN ENTERPRISES THRIFT INCENTIVE PLAN AND TRUSTFRANK MAYBORN ENTERPRISES, INC, TX$2M39
SOLUTION ONE INDUSTRIES RPA 401KSOLUTION ONE INDUSTRIES, INC., TX$674,70925

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