O'Connor, Hoso & Loree, LLC

Employee Benefit Plan Auditor

Warren, OH

About O'Connor, Hoso & Loree, LLC

<p>From its office on East Market Street in Warren, O'Connor, Hoso &amp; Loree, LLC works with businesses and individuals across the Youngstown–Warren area on accounting, tax, and audit needs.</p> <p>Founded in 2012, the firm is a CPA practice that provides audit support alongside tax preparation and financial planning. Clients use the team for help with compliance requirements and accurate financial reporting.</p> <p>David A. Hoso is a key contact for the firm. The office is located at 8700 E Market St, Suite 1, Warren, OH, and can be reached at (330) 856-9222.</p> <p>What sets the firm apart is its mix of audit-related work and day-to-day tax and planning services under one roof, which helps clients keep year-round records aligned with reporting deadlines.</p> <ul> <li>CPA firm offering <a href="/auditors/401k">401(k) auditors</a>-style audit support</li> <li>Tax preparation and filing support</li> <li>Financial planning services</li> <li>Compliance and financial reporting assistance</li> </ul>

Website: http://www.cpaohio.com/

Founded: 2012

Office Locations

  • Warren, OH (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 2
  • Total AUM Audited: $39.7M
  • 401(k): 2 plans, $39.7M AUM

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