About Moss & Yantis CPA PA
<p>Founded in 2015, Moss & Yantis CPA PA works with businesses in the Charleston metro area from its office in Mount Pleasant, South Carolina.</p> <p>Christa M. Yantis leads the firm and serves as the main point of contact. Moss & Yantis provides CPA services along with audit work for organizations that need third-party financial reporting support.</p> <p>The firm’s office is located at 272 W. Coleman Blvd., Ste. 100, Mount Pleasant, SC. For questions, call 843-606-2349 or visit <a href="https://mycpafirm.org">mycpafirm.org</a>.</p> <p>What sets Moss & Yantis apart is its focus on hands-on client communication through a locally based CPA practice, rather than routing work through a large, multi-office organization.</p> <ul> <li>CPA firm founded in 2015</li> <li>Audit and accounting services</li> <li>Based in Mount Pleasant, serving the Charleston area</li> <li>Contact: Christa M. Yantis</li> <li>Office: 272 W. Coleman Blvd., Ste. 100; Phone: 843-606-2349</li> </ul>
Website: http://www.mycpafirm.org/
Founded: 2015
Office Locations
- Mount Pleasant, SC
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $163.4M
- 401(k): 11 plans, $163.4M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE GEL GROUP, INC. 401(K) PLAN | THE GEL GROUP, INC., SC | $43M | 363 |
| CLEMENT RIVERS, LLP PROFIT SHARING AND SALARY DEFERRED PLAN | CLEMENT RIVERS, LLP, SC | $26M | 92 |
| CULLUM MECHANICAL CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS & PROFIT SHARING PLAN | CULLUM MECHANICAL CONSTRUCTION, INC., SC | $22M | 218 |
| ZAPP USA 401(K) PROFIT SHARING PLAN | ZAPP PRECISION WIRE, INC., MA | $17M | 150 |
| AAAG HOLDINGS, INC. 401(K) PLAN | AAAG HOLDINGS, INC., IN | $14M | 2,833 |
| 401(k) Retirement Plan | Healthcare Sponsor, SC | $9M | 186 |
| 401(k) Retirement Plan | Manufacturing Sponsor, SC | $8M | 144 |
| 401(k) Retirement Plan | Professional Services Sponsor, SC | $8M | 348 |
| 401(k) Retirement Plan | Technology Sponsor, SC | $7M | 339 |
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