Services

Overview of our services…

We provide comprehensive financial support through independent review, strategic tax advisory and preparation, global tax planning, and accurate business valuations. Our team helps clients stay compliant, optimize tax positions, navigate cross-border complexities, and understand the true value of their business. We combine technical expertise with personalized attention to deliver insights that strengthen decision-making and long-term strategy.

Get In Touch

Contact Fortson & Co Today.

Assurance & Attestation Services

We supply objective evaluation and expert oversight to strengthen your financial reporting.

In detail…

Our firm offers financial statement preparation; and attest services such as compilations, reviews and audits of financial statements. We can prepare your financial statements in accordance with Generally Accepted Accounting Principles (GAAP), or Other Comprehensive Basis of Accounting (OCBOA) for use by management, banks, investors and other third parties.

Our small business assurance and attestation services include:

  • Financial audits
  • Financial reviews
  • Financial compilations

In detail…

We provide you with a full range of tax planning, preparation, and compliance services for your business and personal tax needs. To make sure your taxes are calculated correctly and you’re not paying more than you have to, contact Fortson & Co, PC today. We offer premier individual and business tax preparation and proactive tax planning services to reduce tax obligations for our clients.

Please take advantage of our free initial consultation to learn more about how we can save you money on taxes.

Our small business tax advisory & preparation services include:

  • Individual Income Tax Returns
  • Partnership Income Tax Returns
  • Corporation Income Tax Returns (S Corp & C Corp)
  • Estate Tax Returns
  • Gift Tax Returns
  • Tax Planning

Tax Advisory & Preparation Services

Personalized tax services for individuals, self-employed, and, small business. Get the tax help you need and the tax refund you deserve with Fortson & Co.

International Scope

We have extensive experience in preparing U.S. Tax Returns for U.S. Citizens and Residents living and working overseas to take advantage of Foreign Income Exclusion Rules.

In detail…

We have extensive experience in preparing U.S. Tax Returns for U.S. Citizens and Residents living and working overseas to take advantage of Foreign Income Exclusion Rules.

We understand each international tax service is unique, and pride ourselves on delivering quality tax services tailored to your needs. Inefficient international tax planning can significantly impact your business. Work with a dedicated international tax solutions experts focused on compliance risks, planning, and budgeting.

Our clients include:

  • U.S. citizens with interests overseas
  • Non-resident aliens with business operations in the U.S.
  • Foreigners with investments in U.S. real estate
  • U.S. businesses with foreign operations
  • Non-resident aliens migrating to the U.S.

Key Individual International Tax Services

  • Comprehensive tax planning including the analysis of foreign tax credits, income tax treaties, foreign earned income exclusion, expatriation, residency elections, and dual-residency filing
  • Pre-immigration and expatriation planning
  • Compensation planning to minimize U.S. income, payroll, and estate taxes
  • Foreign trusts, estates, and foundations
  • Coordination and preparation of U.S. federal, state, and local income tax returns for both inpatriates and expatriates
  • U.S. permanent residents living abroad
  • Foreign nationals residing in the U.S.
  • Foreign investments in the U.S.
  • Voluntary disclosures
  • U.S. international assignment services
  • Recipient of foreign gifts and inheritance

In detail…

Our firm provides cost-effective business valuation services quickly and efficiently performed by a Certified Valuation Analyst (CVA).
We also provide Litigation Support and assistance in analyzing complex accounting and tax issues.

Fortson & Co has extensive experience conducting valuations of business interests and assets for a variety of situations including:

  • Estate planning
  • Estate, gift, and income taxes
  • Family limited partnerships
  • Operating company and business interests whether controlling or minority interests

Business Valuations

Fortson & Co provides unbiased financial and value opinions that last. We stand by your side whether under judicial review, Internal Revenue Service’s examination, or scrutiny by your family and business relationships.