Retirement Plan Audits

Guidance through the challenges of today’s ever-changing regulatory climate

The shifting retirement landscape requires agility and experience. Our benefit plan auditors are experienced in employer-sponsored retirement plans, and the recent stricter enforcement and newly enacted penalties stress the need for companies to use external specialists when auditing their pension plans.

Our Happy Clients

Lee & Crowley and their entire team have been incredibly responsive and helpful to CKM. As a minority owned small business I appreciate the time and expert advice I get from Ryan, which helps me compete in the Boston market. 

President of CKM Construction, LLC

Kathy McCue

We have worked with Lee and Crowley for almost two years now and the decision to bring them aboard has been one of the best decisions this company has made. Having their guidance, expertise, and experience during a transitional phase in our company has been invaluable. Their accessibility and attentiveness to our accounting needs gives me the freedom to focus on growing the business. They know our business plan as well as anyone and I view them as a valued partner in the future growth of our company.

Mechanical Insulation Design & Construction, Inc.

John Barker, Vice President


General and Sub Contractors, whether commercial or residential

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Businesses and organizations, such as restaurants, country clubs, and hotels

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Non-profit Organizations

Charities and religious organizations

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Professional Services

Law firms, consulting firms, medical service providers and more

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Manufacturing and Distribution

Domestic and international production, warehousing, and import/export expertise

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From pre-seed ideas to Series D juggernauts

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Tax Planning and Preparation

Individual and Corporate tax strategies to minimize tax liabilities

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Contact Us


423 W Broadway
Suite 304
Boston, MA 02127