Modern CPA Services Tailored to Your Needs
Our services are designed to simplify complex financial processes.
Reduce risks, and unlock potential for growth across industries such as construction, manufacturing, distribution, trade associations, and nonprofits. If your 401(k) plan requires an audit, we are here to provide expert, reliable services to meet your needs.
SERVICES
Financial Statement Audit, Review, and Compilation
Our specialized financial statement audits and reviews are designed for mid-sized organizations, ensuring accuracy, transparency, and compliance. By employing cutting-edge tools like Caseware and Datasnipper, we elevate efficiency and deliver clarity to your financial reporting process.
We provide specialized auditing services for limited scope 401(k) employee benefit plans, helping plan administrators and trustees ensure compliance with Department of Labor audit requirements. Our expertise extends to companies of all sizes with 401(k) plans that require audits, offering reliable support every step of the way.
“This is a breath of fresh air to have the executive here, diving into the financial audit in depth and helping us identify where adjustments can be made”
Tax Return Preparation and Compliance
We offer comprehensive tax preparation and compliance services tailored to individuals and a wide range of organizations, including corporations, S-corporations, partnerships, trusts, and nonprofits. Our integrated approach combines tax preparation and planning to deliver efficiency, ensure regulatory compliance, and achieve optimal financial outcomes.
By leveraging advanced technologies such as OCR, AI tools, and industry-leading software like SurePrep, Canopy, and UltraTax, we ensure accurate, efficient processing, verification, and filing of your tax returns. This streamlined process eliminates the stress of tax preparation while maintaining the highest standards of accuracy.
Beyond tax preparation, we incorporate our years of experience into our process. This approach minimizes tax liabilities, identifies opportunities for deductions and credits, and aligns your tax strategy with your financial goals. Working closely with you, our expert team helps elevate your financial reporting to the next level.
Simplify tax season and position yourself or your organization for success with the help of our seasoned professionals. For actionable insights on maximizing deductions and credits, read our article, "Corporate Tax Tips: Maximize Deductions and Credits by Filing Type".
“Thank you for reviewing our taxes for California. We did finally receive our refund. This is not what most CPA firms do. You have a business that really cares about your clients.”
Strategic Forecasting and Consulting Services
At Kellogg and Kellogg, we see ourselves as more than accountants – we are strategic partners in your growth. With our forecasting and consulting services, we go beyond the balance sheet to offer insights and tailored recommendations. We analyze your financial data to uncover opportunities, guide crucial decisions and help your organization stay agile in evolving markets.
From budgeting to growth strategies, we deliver the insights and resources needed to drive your business forward.
Why Choose Kellogg and Kellogg?
We bring Expertise in your industry’s unique challenges and opportunities.
Advanced tools and technologies for modern, accurate solutions.
A proactive team dedicated to your organization’s success.