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Are you interested in our accounting and auditing services? Please fill out the appropriate questionnaire, and a member of our team will contact you. 

Thank you in advance for considering Assurance Dimensions. We look forward to serving you.

    Your Name*

    Your Email*

    Phone Number*

    Organization

    Select State*


    Are there assets held by participants outside of the plan’s main provider?

    Audit Scope
    Will this audit be conducted under ERISA Section 103(a)(3)(C): investment information prepared and certified as complete and accurate by a bank, insurance company or similar institution that is regulated, supervised, and subject to periodic examination by a state or federal agency, and that the certification was signed by an authorized individual of the certifying entity?

    First Year Audit?
    Is this the first year that your audit is required by the Department of Labor?

    Plan Size: # of Eligible Participants
    Please choose the number of "eligible participants" on your plan

    Is an 11-K filing required?
    Does the company issue publicly traded securities?

    Number of Payrolls: # of Companies Included in the Plan
    Please choose the number of separate payrolls that are run for each company per payroll period.

    Change in trustee/custodian in the last year?
    Did you change the custodian or trustee during the current audit year?

    Terminating the plan?
    Is this a final plan audit?

    Who is the Plan’s recordkeeper/provider (i.e.-Fidelity, Principal, ADP, etc.)?

    Questions or Comments

      Your Name*

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      Phone Number*

      Organization’s Name

      Select State*

      Year-end or time period of the engagement

      Type of engagement (Audit/Review/Compilation/etc.)

      Deadline(s)

      Are tax services needed?

      Did a CPA complete this service for you in the prior year?

      Other Comments

        Your Name*

        Your Email*

        Phone Number*

        Organization’s Name

        Select State*

        Year-end or time period of the engagement

        Type of engagement (Audit/Review/Compilation/etc.)

        Deadline(s)

        Are tax services needed?

        Did a CPA complete this service for you in the prior year?

        Other Comments

          Your Name*

          Your Email*

          Phone Number*

          Organization’s Name

          Select State*

          Year-end or time period of the engagement

          Deadline(s)

          Are tax services needed?

          Did a CPA complete this service for you in the prior year?

          Other Comments

            Your Name*

            Your Email*

            Phone Number*

            Organization’s Name

            Select State*

            Year-end or time period of the engagement

            Type of engagement (Audit/Review/Compilation/etc.)

            Deadline(s)

            Are tax services needed?

            Did a CPA complete this service for you in the prior year?

            Other Comments

              Your Name*

              Your Email*

              Phone Number*

              Organization’s Name

              Select State*

              Year-end or time period of the engagement

              Deadline(s)

              Are tax services needed?

              Did a CPA complete this service for you in the prior year?

              Number of federal programs

              Other Comments

                Your Name*

                Your Email*

                Phone Number*

                Organization’s Name

                Select State*

                Year-end or time period of the engagement

                Number of Custodial Accounts

                Deadline(s)

                Did a CPA complete this service for you in the prior year?

                Other Comments

                  Your Name*

                  Your Email*

                  Phone Number*

                  Organization’s Name

                  Select State*

                  Year-end or time period of the engagement

                  Type of engagement (Audit/Review/Compilation/etc.)

                  Deadline(s)

                  Are tax services needed?

                  Did a CPA complete this service for you in the prior year?

                  Other Comments

                    Your Name*

                    Your Email*

                    Phone Number*

                    Organization’s Name

                    Select State*

                    Year-end or time period of the engagement

                    Type of engagement (Audit/Review/Compilation/etc.)

                    Deadline(s)

                    Are tax services needed?

                    Did a CPA complete this service for you in the prior year?

                    Other Comments

                      Your Name*

                      Your Email*

                      Phone Number*

                      Organization’s Name

                      Select State*

                      Year-end or time period of the engagement

                      Type of engagement (Audit/Review/Compilation/etc.)

                      Deadline(s)

                      Are tax services needed?

                      Did a CPA complete this service for you in the prior year?

                      Other Comments

                      (813) 443-5048

                      Tampa Bay, Florida

                      4920 W Cypress Street, Suite 102
                      Tampa, FL 33607


                      Jacksonville, Florida

                      4720 Salisbury Road, Suite 223
                      Jacksonville, FL 32256


                      South Florida

                      2000 Banks Road, Suite 218
                      Margate, FL 33063


                      Orlando

                      1800 Pembrook Drive, Suite 300
                      Orlando, FL 32810