Kellogg and Kellogg, PC is a forward-thinking CPA firm offering comprehensive financial reporting, tax preparation, strategic forecasting, and 401(k) audit services. Specializing in construction, manufacturing, distribution, trade associations, and nonprofits, the firm leverages advanced tools like Caseware, Datasnipper, OCR, and AI to deliver personalized, efficient, and compliant financial solutions.
Financial Statement Audit, Review, and Compilation
Specialized financial statement audits and reviews tailored for mid-sized organizations using advanced tools like Caseware and Datasnipper for efficiency and accuracy. Includes auditing limited scope 401(k) employee benefit plans to meet Department of Labor requirements.
Mid-sized organization focusUse of Caseware and Datasnipper401(k) plan audit expertise
Tax Return Preparation and Compliance
Comprehensive tax preparation and compliance services for individuals and businesses, utilizing OCR, AI tools, and software like SurePrep, Canopy, and UltraTax for accurate, efficient processing and filing.
OCR and AI-driven data processingIntegration with SurePrep, Canopy, UltraTaxProactive tax planning and liability minimization
Strategic Forecasting and Consulting Services
Beyond traditional accounting, offers strategic forecasting with CPA expertise to analyze financials, identify opportunities, and guide critical decisions for growth in evolving markets.
Financial data analysisOpportunity identificationGrowth strategy guidance
Credentials & Certifications
25 Years of Experience
Since 2000
Frequently Asked Questions
What industries do you specialize in? +
We serve construction, manufacturing, distribution, trade associations, and nonprofits, offering tailored solutions. Our specialized services also include auditing limited scope 401(k) employee benefit plans, helping plan administrators and trustees meet Department of Labor compliance requirements. We support all types of companies with 401(k) plans that require audits.
What makes your services unique? +
We stand out by offering a perfect mix of advanced technology, proactive guidance, and decades of expertise. Unlike larger firms, we pride ourselves on delivering personalized attention and building close partnerships with our clients. Our modern approach ensures efficient, accurate, and strategic financial services tailored to your needs. At our core, we’re "the biggest small firm in Fort Worth," combining the resources of a large firm with the personalized care only a smaller team can provide.
How can I schedule a consultation? +
Getting in touch is simple! Email or call us to connect with our team and discover how we can help drive your organization's success.
