Boldt Carlisle + Smith 401 K Plan

Boldt Carlisle + Smith will match employee contributions up to 4% of compensation.

Medical Insurance Coverage

Group coverage is provided and includes a vision and a prescription drug program. Boldt Carlisle + Smith pays for employee coverage and employees may elect to pay for spouse, dependent coverage, or family.

Three plan choices including an HSA option. Payroll deductions qualify as a pre-tax cafeteria plan.

Dental Insurance Coverage

Group coverage will be provided. Boldt Carlisle + Smith will pay for employee coverage and employees may elect to pay for spouse, dependents, or family coverage. Payroll deductions qualify as a pre-tax cafeteria plan.

Flexible Benefits Plan

A flexible spending plan is available for either the standard or HSA medical plan. The IRC 125 plan provides for reimbursement of out-of-pocket healthcare and dependent care expenses on a favorable pre-tax basis.

Continuing Professional Education

Boldt Carlisle + Smith encourages all employees to obtain 40 hours of outside continuing education each year. Appropriate subjects include accounting, auditing, and taxation for professional staff and computer skills, behavioral skills, and industry specific courses for all employees. In addition, the firm sponsors periodic continuing education courses taught by some of our highly skilled employees or trained instructors from outside the firm. Our cost of providing this very important benefit to all staff is approximately $2,000 per employee annually.

Vacation

Vacation time is accrued based upon length of service. The maximum accumulation is 160 hours.  At June 30 of each year amounts accrued in excess of 160 hours are paid to the employee at their current earnings rate.

Flexible Scheduling

Total hours worked in excess of hours paid for exempt employees is considered flex time. Flex time will accumulate and may be used during the year to make up shortages in the monthly accountable hours.

Sick Leave

In compliance with Oregon law 1 hour of every 30 hours worked will accrue up to 40 hours per year. The maximum accumulation is 80 hours. At June 30 of each year amounts accrued in excess of 80 hours are paid to the employee at their current earnings rate.

Parking

Parking is provided free of charge at all three of our office locations.

CPA Exam

Passed exam fees are reimbursed after completion of all exams.

CPA Study Materials

Cost of exam study materials is reimbursed up to $1,500.

Professional Dues

Boldt Carlisle + Smith pays professional dues for our licensed employees as follows:

  • Oregon Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Oregon Board of Accountancy
Group Term Life Insurance

Boldt Carlisle + Smith provides term life insurance, dependent life insurance, and accidental death and dismemberment coverage through Standard Insurance Company. This coverage is $50,000 or one year’s salary, whichever is greater.

Service Club Dues

Boldt Carlisle + Smith encourages its employees to become active in the Salem, Keizer, Stayton, Albany, and surrounding communities by participating in the membership of a service club or professional organization. Some of the choices include: Exchange, Kiwanis, Lions, Optimist, Rotary, or Soroptomist International. The firm will pay membership dues for one club per employee.

Athletic Club Membership

The firm pays $20 per month toward an employee’s monthly dues.

Costco Membership

Boldt Carlisle + Smith provides a membership at Costco for employees and spouses.

Firm Membership

Boldt Carlisle + Smith participates in various organizations which may provide opportunities for employees:

  • Chamber of Commerce
  • American Institute of Certified Public Accountants (AICPA)
  • PCPS (Private Companies Practice Section) Alliance for CPA firms
  • Oregon Society of CPA’s
  • Willamette Valley Estate Planning Council