Services Built Around Your Goals.

Customized tax-saving solutions start with professional preparation. Let Cullari Carrico cut through the complications of tax preparation, ensuring your returns are accurate and you receive the maximum benefits.

Varied regulation and reporting requirements make international tax planning and compliance even more complex. Our skilled professionals take your unique business model into consideration while ensuring compliance and savings, so your focus stays on operations and growth.

The Research and Development Tax Credit is one of the largest tax benefits businesses can claim, but also one of the most difficult given the unique documentation requirements. Let Cullari Carrico guide you in identifying and documenting R&D activities that ensure you qualify for this beneficial credit.

When it comes to state and local tax preparation, you need a strategic plan that fits your business model, goals, and needs. Let our experienced staff, well versed in state and local laws and regulations, design an up-to-the-minute plan customized to your unique organization.

A tax controversy or audit is complex and stressful, requiring nuance and experience for a favorable response. The team of experienced professionals at Cullari Carrico take control of your tax controversy, guiding and supporting you each step of the way through the resolution.

Preserving your assets is an essential part of your legacy. Allow our experience and understanding of the complexities of estate law and taxes put your mind at ease. Our team skillfully guides attorneys, clients, and fiduciaries through estate and trust planning and administration.

Accelerate your cash flow and strategically plan for your future with our comprehensive Cost Segregation Study.

Growth through acquisition and expansion requires careful research, analysis, and negotiation to ensure a successful venture and meet your growth goals. Allow our team of skilled professionals to carefully review the financials and walk you through the transaction process, helping you to identify risks, leverage opportunities, and ensure a smooth transition.

Your operations should be your focus, which is why outsourcing accounting services makes sound business sense. As your dedicated financial partner, Cullari Carrico carries the weight of your financial operations, freeing you up to focus on the growth and success of your organization.

Build your family legacy with the support of Cullari Carrico. Our qualified professionals in Family Office Advisory Services take into account the history, financial realities, and your goals in creating a plan for growth and financial stability.

When business disputes arise, you need reliable and experienced support to ensure a favorable resolution and the team at Cullari Carrico has deep experience in navigating the intricacies of business disputes, ensuring you have the financial expertise you need in your corner.

When you need a knowledgeable, independent value assessment, look no further than Cullari Carrico. Our confident team provides the experience and understanding you need to efficiently address your valuation requirements.

A strong budget and forecasting plan can set your business on the path towards growth and success. Our attentive, knowledgeable Budgeting and Forecasting Services takes the burden out of budgeting, creating an optimized budget that understands your financial present and future, allowing you to focus on building a successful business.

Build your legacy and live your best life with our strategic, experienced Wealth Management Services. Our veteran advisors collaborate with you, ensuring your wealth is protected and positioned for growth. Let the professionals at Cullari Carrico guide you in making the strongest financial decisions for your family and your future.

Preserve your assets and plan for your future with the experienced advice from Cullari Carrico Retirement Planning. We combine our experience and expertise with your individual financial goals to create a customized financial plan including fiduciary monitoring and 401k advice, allowing you to confidently step into your future.

Certain circumstances require that entities receive a financial statement audit in accordance with accounting principles generally accepted in the United States of America or other special purpose framework. Additionally, our firm fields requests from owners, members or individuals serving on boards when audits are not required, but rather requested for due diligence purposes. An audit provides reasonable assurance that an entity’s financial statements are free from material misstatements in order to support an unqualified opinion on the financial statements..

Growth requires strategic financial understanding. Whether you need an audit of your financials, or a deep-dive compiled financial statement, the experienced team at Cullari Carrico is poised to perform your Review or Compilation Services, including all necessary financial reporting, enabling you to make sound strategic business decisions.

Non-Public Companies and Nonprofit entities require compliance audits to ensure various calculations meet federal, statutory and other codified requirements. We specialize in audit and attest functions to ensure these calculations are reasonable; including but not limited to bank covenant calculations, state and federally funded indirect cost rate calculations, tax negotiation, appeal and assessment calculations and various other requirements..

We perform specific procedures tailored to your needs and provide clear, objective findings to help you evaluate financial, operational, or compliance-related matters with confidence.