Working with Us
When you work with Fulton & Kozak, you'll have a primary accountant assigned to you.
They'll be your primary point of contact, and you'll also be aware of the rest of the members of the team. If you need information in a hurry and your primary contact is out of the office, another member of the team will be able to assist you.
We maintain a paperless office; every document is scanned and stored securely, so any member of the team can access your files.
With any accounting or audit project, we'll give you a scope of work and an estimated timeframe for completion. We will schedule regular check-ins as work progresses (when appropriate), so you'll know what is going on.
Individual Attention
The complexity of the return determines the amount of time needed to complete it and often determines the amount of interaction required between the client and the accountant.
You don’t have to worry about unnecessary handling or delays in getting your tax returns prepared. If the records are straightforward and there are no questions, the returns will be prepared and sent to you promptly. If questions do arise, the accountant will get in touch to arrange for clarification or request additional records. Once complete, the returns will be prepared without delay.
Your returns will be prepared by a Fulton & Kozak accountant and reviewed by a manager before they are returned to you.
Business Attention
Business owners find value in spending time on tax planning before actual tax return preparation begins.
Expect to hear from a Fulton & Kozak accountant during the second half of the year, to check see if the business is progressing as expected. If there have been no surprises or major changes from your projections, your returns will be handled promptly when the time comes. If there is a major change in the business, you’ll have the opportunity to discuss the situation and the implications with your accountant then, leaving enough time to make adjustments before the year ends.
As with individual returns, your business returns will be reviewed by a manager before they are returned to you.
Special Interests
Tax situations can be as unique as the individuals experiencing them. An uncommon tax situation requires a solution that serves the best interest of the client while adhering to IRS requirements. The tax team collaborates on unusual situations to provide a recommendation that will be acceptable — both to you and to the IRS.
The Whole Team
The tax, audit and advisory teams work together to contribute specialized knowledge if a client requires it. If the tax return preparation requires specialized knowledge on sales tax compliance, the tax team member will collaborate with an advisory team member.
Is it Time to Get Professional Input?
Simple tax returns can be prepared easily and reliably by individuals using popular tax preparation software. But when questions arise for the individual that aren’t answered by the software’s help screens, it’s time to seek professional assistance in preparing the returns.
Tax questions are unique to the circumstance and the easiest way to get information is to have a conversation. Pick a time on our tax consultant's calendar for a complementary 45-minute conversation.
Assured Understanding
Each attestation team has a Team Leader who will be your primary point of contact during the engagement. However, every member of the team will be able to answer questions and provide guidance, both during the on-site visit and while the review findings are prepared.
Because Fulton & Kozak has an established and experienced attestation practice, if specific expertise for an industry is required, that subject-matter expert will be added to your team.
Beyond Assurance
The depth of experience within Fulton & Kozak means expertise in tax, in litigation or in bookkeeping is right down the hall. When the attestation team needs a subject-matter expert in sales tax compliance or Quickbooks, professionals who work in those areas every day can be found within the firm.
Is it Time to Get Professional Input?
“Audit” can have a specific meaning within the context of your industry. Not every non-profit requires a true audit, with financial statements that have been certified by a CPA firm. However it may require financial statements that have been reviewed by a third party. Not every for-profit entity can think that an audit is not required, because for-profit companies get government contracts and receive federal funds. Some companies seek professional advice when they are concerned that their internal controls are lacking.
Call Fulton & Kozak for a consultation when:
- Your non-profit board wants to expand its fundraising efforts with new offerings
- Your company is about to go after its first government-funded project
- Your for-profit company is making changes to or starting an employee benefits program
- Your organization is about to receive money from a federal program
- You are a franchisee — or franchisor — with specific financial reporting requirements or interests
Fulton & Kozak will guide you toward the service that fits your need and resolves your problem. Start the conversation today.
Level of Involvement
The Advisory team gets involved as deeply as you request. If an experienced eye is what you want, to make sure your day-to-day accounting practices are in line with best practices, the advisory team will provide that valuable double-check in just a few hours each month.
If you want more hands-on oversight for operations or for a project, the advisory team can have greater involvement, for several days each month.
Fitting Solutions
The Advisory team will take the time to understand your business and the processes you have in place, and make suggestions for changes that will fit easily within them.
The Whole Team
The tax, attestation and advisory teams work together to contribute specialized knowledge if a client requires it. If the advisory team has a question about a tax liability that the tax team should answer, they’ll get an accountant from the tax department to review the issue and make a recommendation.
Is it Time to Get Professional Input?
Keeping the company’s financial transactions up to date is business critical but often falls to the bottom of the priority list, behind sales and order fulfillment. When the needs for your business expand beyond your staff’s capacity or expertise, it’s time to seek professional bookkeeping or controller assistance.
Contact Fulton & Kozak when:
- You want QuickBooks certified consulting
- You want more bookkeeping capacity and expertise without expanding in-house staff
- You want a professional review of your internal practices, to be sure your financial records are in order
Every business has specialized accounting needs and the quickest way to find out if our Advisory team can solve your accounting concerns is to schedule a time on our advisory consultant's calendar for a complementary 30-minute conversation.
It's Different Here. We'll Prove it.
Share your accounting challenges - we'll know if we're a good fit for your goals.