Platform CPAS, LLP

Employee Benefit Plan Auditor

Holladay, UT

About Platform CPAS, LLP

<p>Founded in 2015, Platform CPAS, LLP is a CPA firm in Holladay, serving businesses across the Salt Lake City metro area. The firm works with small and mid-sized companies that need reliable financial reporting for owners, lenders, and other stakeholders.</p> <p>Platform CPAS handles assurance and related engagements with a focus on clear, usable financial information. Its team prepares timely financial statements and tailors the scope of work to match the client’s current situation as the business grows.</p> <p>Elizabeth Anderson is a main contact for the firm. Platform CPAS can be reached at (801) 261-1040, and more information is available at <a href="https://platformcpa.com/">https://platformcpa.com/</a>. For sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the firm’s audit and agreed-upon procedure work may be a fit when retirement plan financial reporting is required.</p> <ul> <li>Audits</li> <li>Reviews</li> <li>Compilations</li> <li>Financial statement preparations</li> <li>Agreed-upon procedures</li> </ul>

Website: https://platformcpa.com/

Founded: 2015

Office Locations

  • Holladay, UT

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 40
  • Total AUM Audited: $1.1B
  • 401(k): 40 plans, $1.1B AUM

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