About LVBW LLP
<p>Founded in 1987, LVBW LLP has grown into a 32-person accounting and audit firm based in Amherst, in the Buffalo–Niagara region of Western New York.</p> <p>The firm works with individuals and organizations on tax planning, tax reporting, and compliance. It also provides consulting support aimed at day-to-day financial decisions and business planning, with a focus on clear, objective input rather than one-size-fits-all recommendations.</p> <p>On the assurance side, LVBW prepares audited, reviewed, and compiled financial statements. For organizations that need retirement plan help, the firm fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> used by plan sponsors and administrators.</p> <p>For audit inquiries, including reaching auditor James J. Kincaid, call 716-204-9000 or visit <a href="https://www.lvbwcpa.com/">lvbwcpa.com</a>.</p> <ul> <li>Headquarters: 130 Bryant Woods South, Amherst, NY 14228</li> <li>Assurance services: audits, reviews, and compilations</li> <li>Tax services: planning, reporting, and compliance</li> <li>Consulting for business and personal financial needs</li> </ul>
Website: https://www.lvbwcpa.com/
Founded: 1987
Employees: 32
Office Locations
- Amherst, NY (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 13
- Total AUM Audited: $350.3M
- 401(k): 13 plans, $350.3M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | UNITED REFINING COMPANY, PA | $91M | 503 |
| SPECIALTY STEEL WORKS INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | SPECIALTY STEEL WORKS INCORPORATED, IN | $51M | 221 |
| UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | UNITED REFINING COMPANY, PA | $43M | 348 |
| UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO) | UNILOCK CHICAGO, INC., IL | $39M | 192 |
| UNITED REFINING COMPANY PENSION PLAN FOR HOURLY EMPLOYEES | UNITED REFINING COMPANY, PA | $39M | 114 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $27M | 12 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IN | $25M | 417 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $24M | 107 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $22M | 265 |
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