Business Details
22 Years
experience
Your Trusted Partner for Comprehensive Accounting Solutions
Fulton & Kozak CPAs is a service-centric accounting firm dedicated to providing tailored financial solutions for businesses, individuals, and non-profits. Our expertise spans tax preparation, attestation services, and advisory support, with a focus on personalized client relationships and collaborative problem-solving. We maintain a paperless office for secure document accessibility and assign dedicated accountants to ensure continuity, even when addressing urgent needs. Our team combines decades of experience in tax compliance, audit engagements, and business valuation, serving clients across diverse industries including construction, healthcare, and non-profit sectors.We prioritize proactive communication, offering regular check-ins and transparent scope-of-work agreements to meet deadlines efficiently. With specialized knowledge in sales tax compliance, QuickBooks integration, and employee benefit plan audits, we deliver comprehensive accounting services designed to grow with our clients' evolving needs.
Services
Tax Services
Attestation Services
Advisory Services
Bookkeeping
Controller Services
Business Valuation
Tax Planning
Employee Benefit Plan Audits
Sales Tax Compliance
QuickBooks Setup
Details
- Year established: 2004
Highlights and features
- We assign a primary accountant for personalized service continuity
- Our paperless office ensures secure, accessible document management
- Collaborative teams provide specialized expertise across tax, audit, and advisory services
- Experienced professionals with industry-specific knowledge in construction and non-profits
- Transparent communication with defined project timelines and regular progress updates
Services
Tax Services
Our tax services cover businesses, individuals, estates, trusts, and non-profits with expertise in multi-state filings and complex tax situations. We offer proactive tax planning, resolution of historical tax issues, and specialized guidance for mergers and acquisitions. Our team ensures compliance while minimizing liabilities through strategic year-round planning.
Attestation Services
We provide comprehensive attestation services including audits, reviews, and compilations tailored to client requirements. Our team specializes in employee benefit plan audits, ERISA compliance, and financial statement assurance for non-profits and government entities. Industry-specific expertise ensures accurate reporting for construction, healthcare, and educational organizations.
Advisory Services
Our advisory division offers bookkeeping, controller services, and business valuation expertise. We assist with QuickBooks setup, financial reporting, and internal control optimization. The team provides fractional CFO services, budget forecasting, and operational guidance to support business growth and financial decision-making.
Bookkeeping
We deliver essential bookkeeping services including bank reconciliations, general ledger maintenance, and sales tax return preparation. Our CPA-supervised team offers scalable solutions that integrate with client workflows, providing accurate financial records and month-end reporting by the 10th of each month.
Business Valuation
Our business valuation services support mergers, acquisitions, partner disputes, and exit planning. Certified professionals use industry-standard methodologies to determine accurate valuations for tax reporting, litigation support, and strategic business decisions across diverse sectors including real estate and professional services.
People
Geoff Fulton
Partner
CPA with expertise in construction, distribution, real estate, and non-profit sectors. Active community volunteer and leader in youth sports organizations and local chamber of commerce.
John Kozak
Partner
Former KPMG professional with teaching experience at Clayton State University. Specializes in business and non-profit tax services with community involvement in church and homeless outreach.
Sheila Kozak
Partner
CPA and Certified Valuation Analyst with experience in business tax services. Active in community sports and charitable organizations while managing complex tax compliance requirements.
Dan Soles
Partner
Audit specialist with government and non-profit industry expertise. Experienced in employee benefit plan audits and community-focused professional serving local organizations.
DJ Fulton
Founder
Established accounting practice in 1984 with extensive experience in taxation and business advisory services. Active community leader and former board member of Georgia Society of CPAs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, financial reporting, and business advisory services tailored to small businesses across multiple industries.
Do you handle multi-state tax compliance?
Yes, our team specializes in multi-state tax filings and compliance requirements for growing businesses operating across state lines.
How do you approach complex tax situations?
We collaborate across tax, audit, and advisory teams to develop customized solutions for complex tax scenarios while maintaining IRS compliance.
What sets your firm apart from other accounting practices?
Our client-centric approach combines personalized service with specialized industry expertise across tax, audit, and advisory services under one roof.
Can you assist with old tax return issues?
Yes, we specialize in resolving historical tax problems including back filings, account reconciliations, and penalty mitigation.
Do you offer consulting services for business growth?
Our fractional CFO services provide strategic financial guidance for business expansion, budget forecasting, and operational improvements.
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