Services

Overview of our services…

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.

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Contact Fortson & Co Today.

Accounting Services

We take care of your books for you, so you can get back to the job of running your business and generating profits!

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 accounting services include:

  • Accounting and bookkeeping
  • New business advisor
  • Business consulting
  • Reviews and compilations
  • Payroll
  • Business valuations
  • Litigation support
  • Profit and loss statements
  • Budgeting
  • Succession planning
  • Cash flow management
  • Business loan assistance
  • Outsourced accounting controllership

In detail…

We provide you with a full range of tax planning, preparation and compliance services for your business and personal tax needs. We will counsel you on ways to minimize your tax burden and stay in compliance with the myriad tax laws. We can prepare federal and state tax returns for U.S. business entities, no matter which state laws the business may have been incorporated under or operate within.

To make sure your taxes are calculated correctly and you’re not paying more than you have to, contact Houston, TX CPA Fortson & Co, PC today. We offer premier individual and business tax preparation and proactive tax planning services with the goal of reducing 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.

Business Tax Preparation

Don’t risk overlooking tax deductions and credits that could save you thousands of dollars. When we prepare your business tax return, you can be confident that it’s free of costly errors.

Income Tax Preparation for Individuals

Our tax preparation services are a great value for you and your family. We offer high quality services from knowledgeable tax accountants who will prepare your income taxes at competitive rates.

Tax Planning Services

Business owners and individuals rely on our skills and experience to develop proactive tax planning strategies that are designed to minimize tax liabilities.

Tax 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.

We are the top reviewed CPA & Valuation Services Firm in Houston.

If you want to be represented by the best, then do not hesitate to contact us today!

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:

  • Damage claims in litigation
  • Due diligence process for mergers and acquisitions
  • Equity based compensation (ASC 718)
  • Estate planning
  • Estate, gift, and income taxes
  • Fair value reporting under U.S and International Accounting Standards
  • Family limited partnerships
  • Goodwill and intangible asset impairment (ASC 350)
  • Marital dissolution cases involving equitable property distributions
  • Operating company and business interests whether controlling or minority interests
  • Purchase price allocation (ASC 805)
  • Start-ups and un-established businesses
  • Stockholder agreements and disputes

Our comprehensive business valuation services include:

  • Analyze weaknesses in opposing expert opinions and reports
  • Design, produce, or analyze e-discovery relating to valuation issues
  • Develop or analyze trial strategy relating to valuation issues
  • Identify key valuation issues and review the relevant considerations
  • Issue formal valuation opinion
  • Perform valuation computation
  • Prepare trial exhibits
  • Prepare direct and cross-examination questions
  • Prove or disprove relevant valuation facts
  • Provide expert and rebuttal witness testimony

Business Valuations & Litigation Support

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.