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Amy Boyd

Amelia (Amy) C. Boyd, CEBS

110 S. Mary Avenue, Suite 2-268
Nipomo, CA 93444
Tel: (805) 929-5881
Fax: (909) 954-4124
amy.boyd@5500tax.com

Western States Served: AK CA CO HI ID MT NV OR UT WA WY

Amy has extensive experience working with complex qualified plans and welfare plans, including issues associated with Voluntary Employee Beneficiary Associations (VEBA), Group Insurance Arrangements (GIA) and multiple employer plans.  Amy has also provided consulting on plan mergers and simplifying welfare benefit plan compliance. In addition, Amy assists clients with issues related to the Affordable Care Act (ACA,) such as preparation of the Patient-Centered Outcomes Research Institute (PCORI) Fees.

Prior to co-founding the 5500Tax Group, Amy was a Senior Manager with Ernst & Young’s Human Capital Practice.  She served as the Practice Leader for the National Employee Benefit Compliance practice providing tax technical support on complex employee benefit reporting and compliance issues such as 103-12 Investment Entities, Multiple Employee Welfare Benefit Arrangements (MEWA) and Master Trust filing requirements.  In addition to her national responsibilities, Amy served as an employee benefit consultant, providing client services such as governmental reporting and compliance, non-discrimination testing, ERISA and welfare benefit plan analysis, participant loan provisions, and prohibited transactions.  She has also worked closely with independent accounting teams regarding proper financial disclosures regarding Synthetic Guaranteed Investment Contracts, fully benefit responsive contracts, 401(h) accounts and Generally Accepted Accounting Principals related to employee benefits.

Amy began her career with Ernst & Young in the tax department where she became experienced with compilation and review of federal and state income tax returns, including consolidated corporations, individuals, trusts and estates, partnerships and S corporation, as well as providing consulting and research of various tax issues. 

Amy is a graduate of University of Texas, Arlington, with a Bachelor of Science degree in accounting and holds certified public accountant licenses in California and Texas. Amy has also achieved the designation of Certified Employee Benefit Specialist (CEBS).  She is a member of the American Institute of Certified Public Accounts and International Foundation of Employee Benefit Plans.  Amy has served as Treasurer of the National Association of Insurance and Financial Advisors (NAIFA). She has also served a two-year term as President for Soroptimist International of Riverside, an international service organization of professional women.

 

S Herrle-Henderson Brothers, Inc.

Ann Myers has been a trusted advisor and our Form 5500 filing partner for well over 15 years.   As leading experts in the Employee Benefits industry with a significant number of local and national clients, we rely heavily on Ann to prepare a large number of health and welfare 5500 forms every year for our clients.   Regardless of whether she is providing guidance for a client that is filing for the first time, suggesting changes on what should be reported in a 5500 form, providing strategy to remedy a noncompliant plan, or walking an employer through the DFVCP filing process, we know our clients are receiving the best advice from one of the most knowledgeable experts in the industry.

Briones, Briones International

Amy, Thank you for years of extremely knowledge and professional guidance regarding retirement plans including the filing of form 5500.  You have made the myriad of IRS regulations and alphabet soup understandable for a civilian. I am truly grateful for your patience and never hesitating to answer dumb questions.  Any client seeking your guidance and advice will be beyond pleased with your services.

W Wang-L&W Infoserve Co.

In June 2022, we received IRS notices with huge penalties (~$200K) as they didn’t receive F5500 – Annual Report of Employee Benefit Plan for 2019 and 2020 for our S Corporation.  We immediately started working with Amy Boyd from 5500 Tax Group.  Amy answered our questions with great patience, provided clear guidance and took appropriate actions on communicating with IRS.  With a lot of time and effort, she helped us resolve this issue that gave us so much stress.  We are grateful for her assistance and highly recommend her services.  She is professional, efficient, and friendly.

A Cox-Wabtec

Wabtec has worked with Ann Myers of the 5500Tax Group, Inc. for the past 15 years.  She manages all of the details for our 5500 preparation.  She prepares the 5500s for our Pension Plan, Savings Plan, and various Health and Welfare plans.  She also completes the PCORI filings and Summary Annual Reports.  All is done efficiently, effectively, and reasonably priced.  Ann coordinates with our auditors, record keepers, and our ERISA attorneys to gather all required information and get any answers required.  Definitely recommend!

M Fair-USI Insurance Services

Our team has worked with Ann Myers and the 5500 Tax Group for many years. Ann makes the whole 5500 process as painless as possible and personally engages with each client. We have continued to use Ann for the “personal” touch and level of details that Ann brings to her work. Our team has 100% confidence in Ann executing on filings, details and deadline. Ann brings a positive attitude, years of experience and her expertise to every engagement. Our client and team enjoy working with Ann and USI would absolutely serve as a reference.

E Powell-Seubert & Associates, Inc.

Ann at 5500 Tax Group has been a great partner for the past twelve plus years.  We find the process in working with 5500 Tax Group for client Form 5500 filing requirements has been simple, efficient, and timely. Ann has been particularly helpful in guiding mutual clients through the Department of Labor Delinquent Filer Voluntary Compliance Program (DFVCP) with an easily understood step-by-step explanation for all parties involved. We look forward to working with Ann for many years to come.