Being an AICPA certified CPA firm with 15 years of experience means we know what it takes to manage a successful engagement with our clients and government agencies. In fact, we passed our most recent AICPA peer review (August 2018) with the highest marks.
Our staff of accounting professionals and paraprofessionals are able to perform accounting, controllership, bookkeeping, budget preparation and analysis, payroll, and financial services for our clients either on-site at their location or off-site as their needs dictate. Our team has individuals who have over 150 years of experience with construction accounting services and project management support.
Performing audits, audit readiness and compliance reviews is a corner stone of Thomas & Reed. Our team works with small businesses, large corporations and government agencies performing audits and advising on any actions identified. Services include CPA oversight, fixed asset management, internal controls evaluations, overhead rate consulting (Safe Harbor, Compiled Overhead, and FAR Compliant Overhead Rates) and ensuring government compliance with corporations, partnerships, government agencies, not-for-profits, and individuals
A hallmark for us is offering tax preparation advisement services for small businesses, large corporations, non-profits, and individuals. The importance of being in compliant with all tax requirements is critical and we work to ensure all is in order.
We offer wealth management and advisement services are led by a certified Charter Financial Analyst who offers clients advice to ensure growth in their portfolio. Topics can range from the benefits of Qualified Opportunity Zone investments to efficiency improvements for cost reductions or consulting on Chapter 7 and 11 bankruptcy proceedings.
All of our team members meet or exceed all Continuing Professional Education requirements