I am writing this letter in reference to MUN CPA, our 401k auditing firm that we have partnered with over the last 6 years. In their role, MUN provides us the following services:

Timely 401k audit services

Internal controls guidance and suggestions related to your 401k plan operations

Provide updates on new key DOL regulations that impact the plan financial statements & audit

MUN has a number of strengths I’d like to share. Their team has exceptional knowledge around the latest legislation and is always sharing best practice articles to keep us in compliance. They are always prompt to get organized around our annual audit and send a clear list of what we need to gather to ensure mutual success. They work within their guidelines but also open to our feedback. We appreciate that they are able to perform the audit in a timely fashion and consolidate questions for our review and resolution weekly. Their findings have always been presented in a clear and understandable manner and have added value by enhancing the integrity of our plan. Each year we work with MUN our retirement plan and internal controls have become stronger as a result of their feedback.

In conclusion, I would highly recommend MUN. If their performance with PNMG is any indication of how they will perform with other organizations, they will be an extremely positive addition. We intend to maintain our partnership for the years to come.

Our records have never looked cleaner, but more importantly the trust I have in him as our financial “go-to” speaks volumes. Thank you for your time and energy on behalf of the San Gabriel Valley Dental Society.

John Urrutia, of Mann, Urrutia and Nelson CPAs, has been handling my tax returns and tax planning issues for my corporation and personal taxes for the last 12 years. During that time, I have been able to plan in advance when to purchase equipment, what needs to save for, tax consequences, etc. Mr. Urrutia has made things much more predictable fore me, and his knowledge of the tax code always impresses me. My returns are always completed well in advance of any deadline and his response to any questions I have are always returned promptly. I can not recommend Mr. John Urrutia highly enough as the benefit he has provided to me has been astronomical.

I found a firm who cares as much about my money as I do! They are professional, knowledgeable and always available. I have recommended many colleagues and friends to Mann, Urrutia, Nelson.

John has been working with the Sacramento District Dental Society since 2010. He originally was recommended to us by several dentists who thought that our Society’s partnership would be mutually beneficial. He participates as a Vendor Member to our Society and has been extraordinarily supportive and helpful to us and to our members. I feel confident in recommending the accounting services that John Urrutia provides. He is not only thorough, but also very easy to work with. He is always willing to take the time to discuss the concerns with our members and respond to their questions.