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Audit & Tax

A comprehensive offering of accounting services for your business helping you focus on what matters most — your customers and core business processes.

Innovative Financial Solutions to Meet Your Business Needs

Managing and growing a business includes many accounting, tax and regulatory challenges that require the assistance of a dedicated, strategic financial partner. Creative Planning is committed to understanding your business goals and the challenges you face while also maximizing every available opportunity to benefit your business.

We offer a comprehensive suite of accounting services and expertise. Our model allows us to customize our services to meet your needs today and adjust to your changing needs as your business grows.

Our Offerings Include:

  • Tax, Audit and Assurance Services*
  • State and Local Tax Services
  • Tax Reform Initiatives
  • Fraud and Forensic Accounting
  • Tax Incentive Consulting
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The Power of Proactive Tax Guidance

In addition to helping you comply with current and changing tax law, we also collaborate with you to uncover ways to reduce your overall tax burden while planning for your future. And we’ll provide you with valuable insight about your organization’s financial health to strengthen your operations and achieve your goals.

Informing Business Decisions Through Quality Assurance Services

Depending on what stage your business is in, your needs may vary in terms of reporting requirements. From reviews and compilations to the most comprehensive audits, we have a solution that delivers audit and assurance services* that meet the industry’s highest technical and ethical standards. And beyond satisfying compliance requirements, our services can help you and your stakeholders make more informed business decisions.

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At Your Service

At Creative Planning, we ask a lot of questions — then we listen. Where do you see your organization in three years? What obstacles do you need to overcome to achieve your goals? What’s the biggest challenge facing your team? This is how we become your partner when it comes to growing and managing your business.

The Creative Planning Difference

  • A full range of in-house tax, audit and assurance services* so that you can address multiple areas of your financial strategy
  • Continuous monitoring of changing tax legislation to ensure your processes are updated and accurate
  • Industry-leading expertise helping multi-state operating businesses with tax returns

*Audit and assurance services provided by BerganKDV, an independent CPA firm.

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