Noel Swartz, CPA
Noel Swartz is a Partner at DMJPS CPAs + Advisors in Assurance Services. Noel has over 30 years’ experience and works with middle market businesses in providing assurance and advisory services in various industries. He is highly regarded for his technical expertise and genuine client-based approach. Noel focuses on auditing, accounting, agreed upon procedure engagements […]
David Mize, CPA
David Mize is a Parter at DMJPS CPAs + Advisors in Tax Services. He is a seasoned tax and accounting professional with over fifteen years of experience in public accounting, specializing in flow-through taxation. David provides tax planning and compliance support to closely held businesses and their owners, with a focus on the real estate, […]
Bill Jones, CPA, CPCU
W. Bill Jones is a Manager at DMJPS CPAs + Advisors in Assurance Services. Bill specializes in Employment Benefit Plan Services, encompassing plan administration, government reporting, and ERISA audits for various plans. His professional experience also includes proficiency in nonprofit organizations and 990 preparation. Additionally, he possesses extensive experience in individual and corporate tax matters […]
Laura Hartley, CPA
Laura Hartley, CPA is a Partner at DMJPS CPAs + Advisors in Assurance Services. She is an experienced assurance and accounting professional with fifteen years of public accounting experience. Laura has a pivotal role, actively engaging in a multitude of audits, reviews, and other attestation engagements for the firm. She is entrusted with the critical […]
Employee Benefit Plans (ERISA)
Employee Benefit Plans Experienced ERISA audit services for employee benefit plans. North Carolina Audit & Assurance Guidance for Plan Sponsors As an employer, providing competitive benefits can be a powerful tool for attracting and retaining top talent. Great benefits can provide tremendous value to your organization, but they also bring additional risk and responsibility. When […]
What Plan Sponsors Need to Know to Prepare for the SECURE 2.0 Act
Congress passed the SECURE 2.0 Act as part of the Consolidated Appropriations Act (CAA) of 2023. It gets its name from the Setting Every Community Up for Retirement Enhancement (SECURE)…
IRS Reminds Retirees: April 1 is last day to start taking money out of IRAs and 401(k)
The IRS has released a series called the Tax Time Guide, a resource to help taxpayers file an accurate tax return. Additional help is available in Publication 17, Your Federal Income…
Retirement Plans – Meeting Your Fiduciary Responsibilities
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. Employees, their beneficiaries, and the employer can benefit when a retirement plan…
Does Your Business Need a Backup Plan to Ensure Key Process Continuity?
DMJPS explains why it’s critical for businesses to plan for the unexpected by having key processes documented.