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Yulishana is a boutique accounting firm dedicated exclusively to performing employee benefit plan audits so we can provide our clients with a combination of deep expertise and best-in-class service. 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. As a client, you’ll work directly with Yuli so you don’t have to worry about inexperienced staff with high turnover rates. She’s always accessible by phone and has the heart of a teacher so you can rest assured that you are fully informed and understand the process. - 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 - Assistance with any compliance issues found during the audits
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Yulishana is an accounting firm specializing in employee benefit plan audits, serving businesses and nonprofit organizations. It audits 401(k) and 403(b) plans using a streamlined approach, offering both Section 103(a)(3)(C) and non-Section 103(a)(3)(C) audits. The firm also assists with Form 5500 filings and attachments, coordination with service providers, prohibited transaction matters, compliance issues, and inquiries or audits from the IRS and Department of Labor.
Founded by Yuli Mihaylov, a California-licensed CPA with 15 years of experience focused exclusively on employee benefit plan audits, Yulishana emphasizes specialized knowledge, personalized attention, and ongoing client relationships. Its experience working with recordkeepers, custodians, third-party administrators, attorneys, and investment advisors is intended to help audits proceed smoothly. The firm aims to make a complex, highly regulated process manageable by identifying and addressing issues promptly and helping plan sponsors meet their responsibilities. Yulishana is a member of the AICPA Employee Benefit Plan Audit Quality Center and offers competitive pricing with no hidden charges.
The Yulishana name, logos and brand assets are trademarks of Yulishana and its affiliates. Brandfetch isn't affiliated with or endorsed by Yulishana. Their use is subject to Yulishana's brand guidelines.
