TMI CPA, P.C., Hauppauge, New York CPA Firm Specializing in Employee Benefit Plan Audits for 401(k), 403(b), ESOP and Health & Welfare Plans

401(k) Audits and Taxes in Hauppauge, New York - TMI CPA, P.C.

Welcome to the home of TMI CPA, P.C. a Hauppauge, New York accounting firm with a niche focus on ERISA 401(k) audits. Firm owner and compliance specialist, Tina Isbitsky, CPA helps business clients understand their liability and audit responsibility in order to protect best interests for their employees and themselves. At TMI CPA, PC we’re your home for ERISA audits and business and individual taxes in Hauppauge, as well as greater Long Island and New York City.

Our Approach to 401(k) Auditing Services

If your company employs more than 100 people, and sponsors a 401(k), 403(b) ESOP, or defined benefit plan, your plan is generally subject to the audit requirement. This audit is important in ensuring that the amount of money withheld goes where it’s supposed to. By complying with audits, you’re doing your best for the well-being of your company and your employees.  Our firm provides audits for:

• 401(k)
• 403(b)
• 457(b)
• ESOP
• Defined benefit plans
• Health and welfare plans

At TMI CPA, P.C., we believe that client collaboration and education is essential for a successful audit process. Tina takes a team-oriented approach to help clients understand how to be best prepared and protect themselves as a fiduciary. Our Hauppauge auditing firm e-files all appropriate information via Form 5500 to the Department of Labor in a timely manner – we take care of it all for you.

As an experienced auditor and compliance specialist, Tina performs 15-20 benefit plan audits a year and is a member of the AICPA and Employee Benefit Plan Audit Quality Center. Her industry knowledge and client-centered approach make her qualified to help any company achieve accurate 401(k) audits. Our team helps clients understand the rules, fiduciary regulations, and their responsibility to avoid the complications of negative action. We’re here to make the benefit plan audit process a breeze.

Taxes for Businesses and Individuals

As a certified public accountant, Tina also provides tax services for individuals and businesses in Hauppauge, New York. These services include planning and preparing income taxes and helping you maximize your deductions, while protecting your compliance with state and federal tax regulation. We also offer small business accounting, payroll services, and invoice management.

Learn More about ERISA Audits and Business & Individual Taxes – Contact TMI CPA, P.C.

Tina and her team go above and beyond to help clients be properly covered during employee benefit plan audits and at tax time. TMI CPA, P.C. proudly serves clients from nearby Long Island and New York City, NY. Contact our Hauppauge compliance and accounting office today to schedule your consultation.

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Please call us at (631) 406-4065 today - we'll be happy to offer you a free consultation. Thanks for visiting!

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Our team has been helping clients in the Hauppauge, New York area for years.

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We offer employee benefit audit services for businesses with more than 100 eligible plan participants.

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Get in touch with us at info@tmicpaadvisor.com or call us at (631) 406-4065.

Learn About TMI CPA, P.C.


If you are looking for a blend of personal service and expertise, you have come to the right place! We offer employee benefit audit services for businesses with more than 100 eligible plan participants. Our rates are affordable. We are experienced and friendly.

Days until April 15



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TMI CPA, P.C. | Hauppauge, New York CPA Firm Specializing in Employee Benefit Plan Audits for 401(k), 403(b), ESOP and Health & Welfare Plans Firm | Home Page

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

At TMI CPA, P.C., we've been serving the CPA Firm Specializing in Employee Benefit Plan Audits for 401(k), 403(b), ESOP and Health & Welfare Plans needs of Hauppauge, New York and the surrounding Long Island and New York Metro areas for years. If you need an employee benefit plan audit or are looking for outsourced services of employee benefit plan audits, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!