Tax Exempt Organizations;
Unions, Employee Benefit Plans & Not-for-Profits

In addition to our traditional accounting and audit services, Castellano, Korenberg & Co. also provides union and employee benefit plans with audit services as well as not-for-profit organizations. We understand the unique government reporting requirements associated with clients operating in these areas. 


Our professionals have extensive experience in auditing various types of plans and entities listed below:

  • 401(k) and defined contribution plan audits

  • 403(b) tax-sheltered annuity plan audits

  • 501(c)3 charitable organizations

  • Assistance with review of fiduciary responsibilities

  • Defined benefit plan audits

  • Employee Retirement Income Security Act (ERISA) compliance

  • Employee Stock Ownership Plan Audits (ESOP)

  • Forms 5500 and 990 preparation

  • Health and welfare benefit plan audits

  • Internal control analysis

  • Operational reviews​

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