Business Details
Your Trusted Partner for Accounting and Tax Solutions in Reno, NV
Excelsis Accounting Group is a Reno-based CPA firm dedicated to delivering exceptional accounting, tax, and consulting services. Our team of seasoned professionals combines deep industry expertise with a client-centric philosophy, ensuring clients receive the same high standards of service we would expect ourselves. We specialize in audit and accounting, tax planning, business valuation, litigation support, and management consulting, tailored to the unique needs of small to mid-sized businesses and individuals. Our PCAOB registration and experience with SEC filings demonstrate our commitment to compliance and excellence. We prioritize transparency through our fixed-pricing model, eliminating surprise billing while guaranteeing performance satisfaction.With a low-turnover team of experienced professionals, including former national firm auditors and accounting professors, we provide continuity and innovative solutions. Our approach emphasizes effectiveness over efficiency, empowering our team to pursue optimal outcomes without hourly constraints. Recognized for workplace culture and practice innovation, we serve clients in Reno, Northern Nevada, and beyond, offering personalized support that builds long-term trust and drives business growth.
Services
Audit and Accounting
Tax Planning
Business Valuation
Litigation Support
Management Consulting
SEC Filings
Forensic Accounting
Strategic Planning
Internal Controls
CFO Services
Highlights and features
- We guarantee fixed pricing with no surprise billing for all services.
- Our team includes former national firm auditors with 5-30 years of experience.
- We provide performance satisfaction guarantees on all engagements.
- Our client-centric approach eliminates hourly billing constraints for optimal solutions.
- Recognized as a top small firm workplace by Accounting Today magazine.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
What people say
Excellent tax advice
Smooth tax season
Best tax agency
Knowledgeable and professional
Highly recommend
Services
Audit and Accounting
Our PCAOB-registered firm provides comprehensive audit and accounting services for public and private companies. We deliver high-integrity compliance solutions including financial statement audits, SEC filings, internal control testing, and accounting consultations. Our team specializes in serving small public companies under SEC regulations while maintaining personalized service for private businesses.
Tax Planning
We offer strategic tax planning and compliance services for businesses and high-net-worth individuals. Our CPAs specialize in corporate tax optimization, international tax planning, estate tax strategies, and multi-jurisdictional compliance. We help clients minimize liabilities while ensuring adherence to evolving federal, state, and local tax regulations through proactive planning.
Business Valuation
Our certified professionals provide defensible business valuations for litigation, mergers and acquisitions, and estate planning. We analyze financial data, market conditions, and operational factors to deliver court-ready opinions. Services include purchase/sale valuations, litigation support, and succession planning for closely held businesses.
Litigation Support
We deliver expert litigation support including financial dispute resolution, fraud investigations, and expert witness testimony. Our services cover business litigation, family law matters, economic damages assessment, and bankruptcy support. We provide court-admissible analysis and testimony in state and federal cases across Nevada and California.
Management Consulting
Our consulting services focus on improving business efficiency and profitability through strategic planning, internal controls optimization, and financial process improvement. We offer CFO services, cash flow analysis, risk management, and operational consulting tailored to small and mid-sized businesses in various industries.
People
Mark Bailey
Managing Partner/Founder
With extensive experience from national accounting firms, Mark leads our audit and tax practice. He specializes in SEC compliance and has directed engagements for public companies while maintaining personalized service for local businesses.
Charles Carslaw
Consultant
A former accounting professor, Charles directs internal training and client education programs. His expertise in audit methodologies and regulatory compliance enhances our service delivery for complex accounting issues.
Sonja Pippin
Consultant
Sonja contributes specialized knowledge in tax planning and compliance. She leads educational programs for clients and staff, ensuring our team maintains cutting-edge expertise in evolving tax regulations.
Troy Haggard
Principal
Troy oversees management consulting engagements, focusing on strategic planning and operational improvements. His background includes developing proprietary processes that enhance client business efficiency and profitability.
Polly Swainston
Senior Accountant
As a senior accountant, Polly manages tax preparation and compliance services. She specializes in individual and business tax strategies, ensuring clients receive accurate filings and proactive tax-saving recommendations.
Questions
What accounting services do you offer for public companies?
We provide PCAOB-registered audit services, SEC filings compliance, and quarterly reporting for public companies, led by professionals with extensive experience in 10-K and 10-Q filings.
How does your fixed-pricing model work?
We agree on service costs upfront through Client Service Agreements, eliminating hourly billing. This guarantees no surprise charges and aligns our success with delivering effective solutions within agreed budgets.
Do you handle complex tax situations for high-net-worth individuals?
Yes, we specialize in tax planning for high-net-worth clients, including estate tax strategies, international tax compliance, and optimization of investment and asset transaction tax implications.
How do you ensure continuity in client engagements?
Our low staff turnover and dedicated engagement teams ensure consistent service. We maintain experienced professionals on each account and allow client approval of any staffing changes.
What makes your litigation support services unique?
Our team combines accounting expertise with courtroom experience, providing expert witness testimony and financial dispute resolution services accepted in Nevada and California state and federal courts.
Can you assist with business succession planning?
Yes, we offer comprehensive succession planning including business valuation, ownership transition strategies, and estate planning to ensure smooth generational transfers for closely held businesses.
