About Metz CPA PLLC
<p>Founded in 1992, Metz CPA PLLC works with employers on employee benefit plan audits alongside tax and accounting support. The firm is based in Phoenix in the greater Valley of the Sun metro area.</p> <p>Travis P. Jack is the listed contact. Metz CPA PLLC handles audit and attestation work, including employee benefit plan audits and non-profit audits, for organizations that need third-party reporting and year-end support.</p> <p>On the tax side, the firm prepares returns and provides tax planning for individuals and businesses. It also runs payroll services and provides business CPA consulting focused on compliance and cash flow tracking.</p> <p>What sets Metz CPA PLLC apart is the mix of benefit plan audit experience with day-to-day accounting and payroll services, which can simplify coordination for growing organizations.</p> <ul> <li>Employee benefit plan audits (<a href="/auditors/401k">401(k) auditors</a>)</li> <li>Non-profit audits</li> <li>Audit and attestation services</li> <li>Tax preparation and tax planning</li> <li>Payroll and business CPA consulting</li> </ul>
Website: https://www.metzcpa.com/
Founded: 1992
Office Locations
- Phoenix, AZ
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 209
- Total AUM Audited: $5.2B
- 401(k): 209 plans, $5.2B AUM
Plans Serviced (2025)
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).
Showing top 20 of 225 plans serviced in 2025.