Every kind of CPA, clearly labeled.

Financial statement audits

audited financial statements · reviewed financial statements · compiled financial statements

For: a bank or lender requiring audited financials, investors or a board requiring assurance, deciding between an audit, a review and a compilation

Nonprofit & Single Audits

nonprofit financial statement audits · Single Audit engagements for federal award recipients · board-level audit reporting

For: a nonprofit board or funder requiring an audit, meeting federal award audit thresholds, a first-time nonprofit audit

Employee benefit plan (401k) audits

401(k) and retirement plan audits · ERISA employee benefit plan audits · Form 5500 large plan audit filings

For: a 401(k) plan crossing the participant threshold for an audit, an annual Form 5500 audit requirement, changing benefit plan auditors

Individual tax services

individual tax return preparation · year-round individual tax planning · self-employed and 1099 tax prep

For: simplifying a complex personal return, planning ahead instead of just filing, self-employment or side income

Business tax services

business tax return preparation · Texas franchise tax filings · business entity tax planning

For: a Texas business owner managing franchise tax, choosing or changing an entity structure, ongoing business tax planning

IRS audit representation

IRS audit representation · IRS correspondence audit response · state tax audit representation

For: receiving an IRS audit notice, responding to an IRS correspondence audit, wanting a CPA to communicate with the IRS directly

Charitable & advanced tax strategies

charitable giving and donor-advised fund strategies · advanced individual tax strategies · coordinating tax planning with an estate attorney

For: structuring charitable giving, business owners and high earners wanting advanced planning, coordinating with other advisors

General accounting & bookkeeping

bookkeeping and write-up services · general small business accounting · part-time CFO / controller advisory support

For: a small business needing ongoing accounting support, cleaning up books before an audit or tax season, part-time CFO guidance