Other CPAs are a surprisingly common referral source for Fulton & Kozak.

We'll hear from other CPAs when

• A couple is getting a divorce and the CPA needs to refer the ex-spouse to another CPA
• A small business return is needed and the referring CPA prefers to do individual tax returns
• The CPA is getting ready to retire and wants to know their clients are taken care of
• The business client is slow to provide information and the CPA can't accommodate the missed deadlines
• The client has new accounting needs that are beyond the scope of the CPA firm, e.g., audit and internal controls guidance.

The CPAs who refer to Fulton & Kozak appreciate the fact that we'll stay in our lane. If the CPA refers the business tax works but keeps the individual tax work, we respect and honor that relationship.

Financial advisors want to make sure their clients aren't shocked when tax time rolls around.

As clients make decisions to sell stock, take distributions or make other decisions that could impact their reportable income, Financial Advisors reach out to us for advice on the impact of those decisions.  

If you refer a client to Fulton & Kozak, we will provide realistic projections based on the information provided without offering guidance on the situation itself. 

We will stay in our lane.

Attorneys are often the first call for individuals when something life-changing occurs - in their personal lives or in their professional lives.

The Fulton & Kozak team is able to provide guidance on tax liability.

For Family Law Attorneys:

• Valuation of a business when assets need to be split during a divorce
• Court testimony, if needed, on the value of the business

For Business Attorneys:

• Recommendations on entity structure and the tax implications for choose to structure as an S-corp or LLC

We receive referrals from bookkeepers every year when the past CPA is unavailable or unable to meet the deadlines required.

Fulton & Kozak accountants will handle the tax work without interfering in the bookkeeping work. We'll also be happy to offer advice for the bookkeeping team on unusual or complex accounting issues, without taking over the bookkeeping responsibility.

Getting a client's financials reviewed by a third-party is often necessary for issuing bonds. 

Fulton & Kozak is able to provide the compilations you require to accurately assess the financial performance of the organization.