Allison Baggett

Senior Employee Benefit Staff Auditor @Jmm Cpa Is Now Smith Howard

Libertyville, IL, US

Serving clients nationwide. Sophisticated electronic audit tools and a secure file sharing website allows us to serve clients locally and at remote locations. Planning Ahead = Working with clients to understand the audits process, deliver timely service and eliminate surprises. Giving Back = Donating 10% of gross revenue to client selected charities as a way to share our blessings with others. Specializing in audits of qualified benefit plans and serving clients in a timely, proactive matter. Knowledgeable on compliance matters, government reporting and benefit plan administration. We instruct others in benefit plan audit methodology. Specialties: 401k, Profit Sharjng, ESOP and Defined Benefit Plan auditing.

University of Alabama at Birmingham

Bachelor of Science - BS, Accounting