What’s on your mind?

• Balancing tax efficiency and the cash flow needs of the business and its owners
• Complying with the myriad of federal and state regulations while keeping a practical approach to risk and business structure implications
• Taking advantage of federal, state, and local tax and business incentives
• Managing deferred tax opportunities
• Understanding the financial and business impact of expanding services both domestically and internationally
• Managing changing ownership structures, and planning for effective ownership transition and growth

A unique approach

We work with more than 400 architectural, engineering, and design firms nationwide, and are a premier CPA firm focused on the needs of the owners of privately held businesses.

You’ll receive more than traditional accounting, assurance, and tax services — our industry-focused advisors can leverage deep technical expertise to meet your specific, ever-changing needs. You will also get strategic guidance through all phases of your firm’s business life cycle while managing risk and opportunities for growth.

Services for architecture and engineering firms

Industry-specialized services

• Business management and strategic planning
• Business organization structures
• Cash flow and business plans
• Cybersecurity and systems management
• Federal Acquisition Regulation (FAR)
  • Accounting system surveys
  • Assistance with indirect rate pools
  • AASHTO overhead audits
  • Termination claims
• International office planning and structuring
• International operations and reporting
• Market trend analysis
• Operations review and process improvement
• Project cost and overhead analysis
• Project cost audit and verification
• State licensing and related structuring

Assurance and tax services

• Audit, review, and compilation of financial statements
• Employee benefit plan audit, tax, and consulting
• Evaluation of changes in tax regulations and impact on planning strategies
• Federal tax strategies, credits, and incentives:
  • Research and development credit
  • Energy tax credits and incentives (including the energy efficient building deduction for commercial and government buildings)
  • Industry-specific tax methods
  • Cost segregation studies
  • Fixed asset study
  • Work Opportunity Tax Credit (WOTC)
  • New Markets Tax Credit
  • Historic Rehabilitation Tax Credit 
• Individual tax
• International, federal, and state and local tax planning and compliance
• IC-DISC (interest charge domestic international sales corporation) export tax incentive

Specialized advisory services

• Affordable Care Act reporting and compliance
• Bankruptcy services
• Business management and strategic planning consulting
• Cybersecurity
• Enterprise risk management
• Forensic auditing
• Fraud misconduct and investigations
• Fraud risk management
• Human resources and search
• Internal audit
• M&A advisory and investment banking
• Outsourced accounting
• Retirement planning
• Succession planning
• Transaction support
• Wealth advisory

Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.