This is an audit practice. Approximately ~75% of the firm’s revenue derives from audits of non-SEC registered clients, with the balance in client accounting services, compilations, and tax services.
Every hour of fieldwork is performed by a licensed CPA; no audit procedures are delegated to staff auditors or CPA candidates. While Texas is home, the practice is borderless — clients are served nationwide, wherever they are located.
Employee benefit plan audits
401(k) · 403(b)
Nonprofit & Single Audit
Federal & state awards
Reviews and compilations
Preparation · Compilation · Review
Advisory & fractional controller
General accounting · Finance operations
Tax returns
Returns are prepared for individuals and for organizations, and the principal signs them as the paid preparer under his own PTIN. The service exists because clients ask for one advisor rather than two, not because the firm is trying to be a tax practice: audit and attest work is the centre of gravity, and the tax work is scaled to what a principal-led firm can do properly.
Where this firm performs the audit, any non-attest service is evaluated against the independence rules before it is accepted, and declined where it would impair independence. That evaluation happens before the engagement, not after someone notices.