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Cynthia Whitacre

Cynthia Whitacre, CPA, RPA

1140 Woodruff Road
Suite 106, PMB 154
The Pointe
Greenville, SC 29607
Tel: (864) 593-8147
Fax: (678) 264-4025
cynthia.whitacre@5500tax.com

Southeastern States / Northeastern States Served: AL CT FL GA MA ME NC NH NY RI SC TN VT

Cynthia Whitacre has been practicing public accounting since 1988, and has specialized in employee benefits since 1993. She has extensive experience working with complex Form 5500 filings for qualified plans and welfare plans, including issues associated with collectively bargained employees and multi-employer plans. Her experience also extends to Direct Filing Entities, specifically Master Trusts and Common Collective Trusts. Her experience also involves filing Form 5330 excise tax returns for plan prohibited transactions, working with plan sponsors to determine plan filing requirements, including bringing their plans under compliance through the Department of Labor’s Delinquent Filer Voluntary Compliance (DFVC) Program. Cynthia is currently located in Greenville, SC.

Prior to co-founding 5500Tax Group, Cynthia was a Senior Manager with Ernst & Young’s Tax practice in Greenville, where she exclusively managed the Southeast and Metro New York areas of the country, which consisted of over 400 tax returns including a number of Fortune 500 companies and large union plans.

Cynthia began her career with Ernst & Young in 1988 working in the Tax department researching tax issues and preparing various tax returns, including individual, trusts, corporations and specializing in partnerships. Before transferring to employee benefits, she managed a large portfolio of partnerships for one of the country’s largest apartment management companies.

Cynthia is a graduate of Mars Hill College, with a Bachelor of Arts degree in Religion with a Business minor. She went on to receive a Masters of Professional Accountancy – emphasis in Taxation from Clemson University and is a Certified Public Accountant in South Carolina and North Carolina. She is a member of the American Institute of Certified Public Accountants, South Carolina Association of CPAs and the International Foundation of Employee Benefit Plans. Cynthia holds the Retirement Plans Associate (RPA) designation within the Certified Employee Benefit Specialist (CEBS) program.

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.

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.

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.

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!

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.