Expert Retirement Plan Audits &
Strategic Business Advisory
Minimally Invasive Audits. Strategic Business Growth. Personalized Solutions.
Our Expertise - Core Services
Retirement Plan Audits
🔸 ERISA and DOL-mandated compliance🔸 Minimally invasive audit process
🔸 Covering the Southwest: Top 10% of providers in Arizona
Small Business Advisory
🔸 Strategic planning, profit optimization & successionplanning
🔸 KPI-driven solutions for growth
🔸 Designed for founder-run & partner-led businesses up to $100M in revenue
Additional Services
🔸 Tax planning & preparation🔸 Financial statement compilations
Who We Are
Founded in 1989, Evers Lopez is a boutique public accounting firm specializing in ERISA and DOL-mandated retirement plan audits and strategic business advisory services. With over 30 years of expertise, our CPA-led team ensures compliance with a seamless audit process while helping business owners maximize profitability and plan for the future.
Why Work with Evers Lopez?
✔ 30+ years of CPA expertise – Big 4 accounting and top-tier financial services foundation
✔ Retirement Plan Audit Specialists – 25+ years focused on ERISA & DOL compliance
✔ Personalized Business Advisory – Solutions designed for each client’s unique goals
✔ A Firm That Trains the Industry – We provide education and peer reviews to other firms
How We Help Clients Achieve Success
We recently helped a business owner turn ambitious expansion goals into an actionable, KPI-driven strategy. By breaking down financial targets into simple unit sales per month, we re-engaged their motivation and helped them hit their growth milestones—on schedule.