Theresa Mcdowell Cpa Email & Phone Number | Leading the Employee Benefit Plan (EBP) Audit Practice at CLA, I manage a team of individuals that complete retirement plan audits year round. As such, I have extensive compliance experience with IRS and Department of Labor (DOL) ERISA rules and regulations. The plans we audit range in size from just over 100 eligible participants to plans with tens of thousands participants. Plan asset sizes range from several hundred thousand dollars to more than 1 billion. I also have specialized expertise in advising clients on internal controls, monitoring service providers, understanding their fiduciary responsibilities. We team up with our clients to modify controls for greater plan compliance. Fun fact

Theresa Mcdowell Cpa

Leading the Employee Benefit Plan (EBP) Audit Practice at CLA, I manage a team of individuals that c...
Denver, Colorado, United States

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Theresa Mcdowell Cpa’s Location Denver, Colorado, United States

Theresa Mcdowell Cpa’s Current Industry Cla

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Principal

2022-07-01T00:00:00.000Z - Present

Principal

2022-07-01T00:00:00.000Z - 2024-04-01T00:00:00.000Z

Partner

2018-10-01T00:00:00.000Z - 2022-07-01T00:00:00.000Z

Partner

2001-02-01T00:00:00.000Z - 2018-10-01T00:00:00.000Z

Senior

1997-06-01T00:00:00.000Z - 2001-02-01T00:00:00.000Z

Staff Accountant

1996-01-01T00:00:00.000Z - 1997-06-01T00:00:00.000Z

Buyer

1995-01-01T00:00:00.000Z - 1996-01-01T00:00:00.000Z

Product Manager/ Regional accountant

1989-01-01T00:00:00.000Z - 1995-01-01T00:00:00.000Z

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Theresa Mcdowell Cpa is a Leading the Employee Benefit Plan (EBP) Audit Practice at CLA, I manage a team of individuals that complete retirement plan audits year round. As such, I have extensive compliance experience with IRS and Department of Labor (DOL) ERISA rules and regulations. The plans we audit range in size from just over 100 eligible participants to plans with tens of thousands participants. Plan asset sizes range from several hundred thousand dollars to more than 1 billion. I also have specialized expertise in advising clients on internal controls, monitoring service providers, understanding their fiduciary responsibilities. We team up with our clients to modify controls for greater plan compliance. Fun fact - Army Veteran!

Theresa Mcdowell Cpa has prior
experience in the following industries:
Clifton | Plante Moran | Eks And H | Clifton Gunderson | Phil Debus | Andrews Distributing | Arrow Electronics

Theresa Mcdowell Cpa has the following professional experience:
Cla | Clifton | Plante Moran | Eks And H | Clifton Gunderson | Phil Debus | Andrews Distributing | Arrow Electronics