Jason Underwood
Owner @Jason Underwood & Company, Pllc
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WORK HISTORY
Owner @Jason Underwood & Company, Pllc
Chattanooga, TN, US
A boutique CPA firm specialized in providing employee benefit plan audit and consulting services to assist plan sponsors meet their fiduciary responsibilities under ERISA.
EDUCATION
The University of Tennessee at Chattanooga
Bachelor of Science
SKILLS
ABOUT JASON UNDERWOOD
Jason E. Underwood, CPA has more than a decade of experience specializing in providing employee benefit plan audit services to clients in practically all industries including manufacturers, service providers, financial institutions, investment companies, professional sports and more. Prior to starting a boutique ERISA CPA firm Jason was the ERISA plan audit service practice leader for a top 100 regional CPA firm. He attends annual conferences and seminars sponsored by the Department of Labor, the American Institute of Certified Public Accountants (AICPA), and the International Foundation of Employee Benefit Plans. Member of the AICPA, Tennessee Society of Certified Public Accountants where he serves on the Employee Benefit Plan Annual Conference Committee and the AICPA Employee Benefit Plan Audit Quality Center. Specialties: Audit and consulting services for defined contribution and defined benefit plans including 401(k), 403(b), employee stock ownership plans (ESOP), profit-sharing, money purchase and cash balance plans.
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