Yuli Mihaylov
We provide streamlined employee benefit plan audits with a hands-on, personable approach. With big firm expertise and small firm values, our clients get the best service around.
- Role
- President at Yulishana
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Yuli Mihaylov
Yulishana is a boutique accounting firm dedicated exclusively to performing employee…
Experience
President
Apr 2020 — Present
Yuli and her team provide best-in-class employee benefit plan audits for companies ranging in size from 100 to employees all over the US. Yuli’s experience working in large firms helped her to develop a streamlined system to make the audit process easy and painless for her clients. And her hands-on, personalized approach keeps her clients informed every step of the way- Audits of 401(k) and 403(b) plans – full scope and limited scope- Assistance with Form 5500 filings- Guidance in working with service providers- Support with prohibited transaction issues and best practices for avoiding them in the future- Help and support with IRS and DOL inquiries and audits
Education
ISG Institut Supérieur de Gestion
BS, Business Administration
2000 — 2003
Keller Graduate School of Management of DeVry University
MBA, Accounting
2006
Harvard University
Graduate Studies / Exchange semester
2003
Skills
- 401k
- Health & Welfare Benefits
- Sec Filings
- Financial Advisory
- Defined Contribution
- Financial Reporting
- Form 5500 Preparation
- Internal Controls
- Financial Services
- Financial Statements
- Form 5330
- Auditing
- Revenue Recognition
- Form 5500
- Us Gaap
- Erisa
- Accounting
- Employee Benefits
- Defined Benefit
- Esop
- Audits of Employee Benefit Plans
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