About Mahle, Wack, Zaidain & Co., PLL
<p>Founded in 1992, Mahle, Wack, Zaidain & Co., PLL is a CPA firm based in Miamisburg in the Dayton metro area, working with clients across Montgomery County, including Kettering.</p> <p>As a firm listed in the <a href="/auditors/401k">401(k) auditors</a> category, it also handles day-to-day accounting and tax work for individuals and businesses. Services include personal and estate tax preparation and planning, business valuations, and general management consulting.</p> <p>The firm is licensed and holds an A+ rating with the Better Business Bureau. Partners include Joe Zaidain.</p> <p>Mahle, Wack, Zaidain & Co., PLL combines retirement plan audit work with valuation and tax planning under one roof, which can help clients keep their financial reporting and compliance work coordinated.</p> <ul> <li>Retirement plan audits (<a href="/auditors/401k">401(k) auditors</a>)</li> <li>Personal and estate tax preparation and planning</li> <li>Business valuations</li> <li>General management consulting</li> <li>Phone: 937-866-2533 • Website: <a href="https://mwz-cpa.com/">mwz-cpa.com</a></li> </ul>
Website: https://mwz-cpa.com/
Founded: 1992
Office Locations
- Miamisburg, OH
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 1
- Total AUM Audited: $5.8M
- 401(k): 1 plans, $5.8M 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 |
|---|---|---|---|
| BRUNS CONSTRUCTION ENTERPRISES, INC. 401(K) PLAN | BRUNS CONSTRUCTION ENTERPRISES, INC, OH | $6M | 196 |