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Emily D. Toler
Employee Benefit Plan Services Director
317.885.2620, ext. 1270
Areas of Service
Employee benefit plans
Audit and accounting
Emily serves as a partner in the Indianapolis office and as the firm’s Employee Benefit Plan Services Director. Prior to joining the firm in 2009, she worked with a Big Four accounting firm for nine years. Emily has more than 15 years of experience providing audit and tax services for employee benefit plans, with a primary focus on 403(b) plans. She currently oversees approximately 70 benefit plan audits and related filings, providing up-to-date guidance and expertise to clients and engagement teams nationwide. She collaborates with partners and associates to plan objectives and determine an audit strategy in order to successfully deliver value to clients.
American Institute of Certified Public Accountants, member
Certifications and Licenses
Certified Public Accountant (CPA) – Indiana, New York
Speaking and Other Service
Emily attends the AICPA National Employee Benefit Plans Conference every year, and develops training for both internal and external audiences. She also serves as a service unit secretary and volunteer for Girl Scouts of Central Indiana.
B.S., Indiana University