Petersen CPAs and Advisors, PLLC

Employee Benefit Plan Auditor

Yakima, WA

About Petersen CPAs and Advisors, PLLC

<p>From fruit packing houses to healthcare groups, Yakima’s business community has relied on this firm for decades. Petersen CPAs and Advisors, PLLC is a locally owned CPA practice based in Yakima in Central Washington’s Yakima Valley.</p> <p>Founded in 1953, the firm provides audit and assurance work alongside tax planning and day-to-day accounting support. For employers that sponsor retirement programs, Petersen works as an auditor and fits within the broader group of <a href="/retirement-plans">retirement plan providers</a> that help plans stay on track with required reporting.</p> <p>The team also handles business consulting, nonprofit advising, litigation support, and fraud services, which can be useful when a plan sponsor needs help beyond the annual audit. A practical differentiator is the range of specialized support (from nonprofit guidance to fraud work) available from the same local office.</p> <p>To speak with a professional— including auditor Angela M. Pratt—call the Yakima office at 509-575-1040 or visit petersenadvisors.com.</p> <ul> <li>Audit and assurance services (including retirement plan audit support)</li> <li>Tax planning and compliance</li> <li>Accounting and financial statement preparation</li> <li>Business consulting, nonprofit advising, and litigation support</li> <li>Fraud services</li> </ul>

Website: https://petersenadvisors.com/

Founded: 1953

Office Locations

  • Yakima, WA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 4
  • Total AUM Audited: $49.0M
  • 401(k): 4 plans, $49.0M 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).

PlanSponsorAssetsParticipants
THE NOEL CORPORATION 401(K) RETIREMENT PLAN THE NOEL CORPORATION, WA $28M 334
TRI-CITY ORTHOPAEDIC CLINIC, PSC 401(K) PROFIT SHARING PLAN TRI-CITY ORTHOPAEDIC CLINIC, PSC, WA $11M 91
WESTERN MATERIALS, INC. SALARY REDUCTION AND SAVING PLAN WESTERN MATERIALS, INC., WA $8M 156
UMATILLA-MORROW HEAD START, INC. 403(B) PLAN UMATILLA-MORROW HEAD START, INC., OR $6M 208
THE NOEL CORPORATION DEFINED BENEFIT PENSION PLAN THE NOEL CORPORATION, WA $6M
401(k) Retirement Plan Healthcare Sponsor, WA $4M 108

🔒 Want to unlock and download Petersen CPAs and Advisors, PLLC's client list?

Subscribe to Basic or Premium today to reveal and download all 6 client plans.

Subscribe Today
Are you with Petersen CPAs and Advisors, PLLC? Claim your profile to unlock and display all 6 client plans serviced by your firm.

Other Employee Benefit Plan Auditors in WA