About PDR CPAS + Advisors
<p>Founded in 1974, PDR CPAS + Advisors works with businesses across the Tampa Bay area from its office in Oldsmar, Florida.</p> <p>The firm provides accounting, tax, audit, and business consulting services, with retirement plan audit work as part of its practice for employers that sponsor qualified plans. It also handles related needs such as succession planning.</p> <p>PDR CPAS + Advisors is an independent member of the BDO Alliance USA, which gives the firm access to shared resources and technical guidance for more complex client issues while keeping local day-to-day service in-house.</p> <p>A point of continuity for clients is the firm’s dedicated staff, including auditor Mary Brown, who works with organizations that want a consistent audit contact and clear, practical answers.</p> <ul> <li>Retirement plan audit support from an experienced CPA firm</li> <li>Accounting and financial statement services</li> <li>Tax planning and compliance</li> <li>Business consulting, including succession planning</li> <li>BDO Alliance USA member firm resources</li> </ul>
Website: https://www.pdr-cpa.com/
Founded: 1974
Office Locations
- Oldsmar, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 15
- Total AUM Audited: $242.4M
- 401(k): 15 plans, $242.4M 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 |
|---|---|---|---|
| NEW HORIZONS 401(K) PLAN | SOFT COMPUTER CONSULTANTS, INC., FL | $99M | 526 |
| FLORIDA DIGESTIVE HEALTH SPECIALISTS, LLP 401(K) PLAN | FLORIDA DIGESTIVE HEALTH SPECIALISTS, LLP, FL | $35M | 246 |
| NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN | NOVELLE HEALTH, LLC, FL | $29M | 288 |
| MAD MOBILE, INC. 401(K) PLAN | MAD MOBILE, INC., FL | $13M | 222 |
| MAINTENX 401(K) PLAN | MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC., FL | $11M | 427 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $11M | 127 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $10M | 191 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $7M | 117 |
| 401(k) Retirement Plan | Technology Sponsor, LA | $7M | 949 |
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