Business Details
Trusted Construction & Real Estate Accounting Services in Tempe, AZ
Morrison, Clark and Company is a specialized accounting firm dedicated to serving construction and real estate businesses. With decades of combined experience, our team of certified professionals provides tailored financial solutions, including tax planning, financial statement preparation, and strategic advisory services. We prioritize understanding the unique challenges of our clients' industries to deliver actionable insights that enhance profitability and long-term success. Our proprietary Full Circle Accounting approach integrates bonding, banking, and operational strategies to build financial confidence for clients.We maintain deep expertise in ERISA audits, cost segregation, and multi-state tax compliance, ensuring clients navigate complex regulations with precision. Our commitment to client education includes on-site training and software implementation to strengthen internal accounting systems. By combining technical excellence with industry-specific knowledge, we empower construction and real estate firms to optimize financial performance while maintaining compliance with evolving standards.
Services
Preparation of Financial Statements
Tax Planning
ERISA Audits
Real Estate Advice
Strategic Advice
Training and Support
Recruiting Assistance
Tax Return Preparation
Highlights and features
- We offer 30+ years of construction industry accounting expertise
- Our team includes CPAs with specialized ERISA audit experience
- We implement construction-specific chart of accounts systems
- We provide on-site controller and bookkeeping services
- Our strategic advice includes family-of-companies tax structuring
Services
Preparation of Financial Statements
We prepare surety-acceptable financial statements that enhance bonding capacity and banking confidence. Our construction-specific reports provide actionable insights for decision-making while meeting regulatory requirements. Clients receive tailored documentation that improves project financing opportunities and demonstrates financial reliability to stakeholders.
Tax Planning
Our tax planning services optimize multi-state construction operations through AMT analysis and percentage-of-completion methods. We implement post-year-end strategies that reduce liabilities while maintaining bond-ability. Clients benefit from proactive planning that aligns with evolving industry-specific tax regulations and business growth objectives.
ERISA Audits
We conduct ERISA audits for construction companies with 100+ plan participants. Our team ensures compliance with IRS and DOL requirements while identifying payroll processing gaps. Pre-audit systems reviews help prevent adverse findings, particularly regarding bonus payment withholdings and plan document adherence.
Strategic Advice
Our strategic advice focuses on construction-specific financial systems and operational improvements. Services include chart of accounts implementation, cost recapture analysis, and performance management planning. We help structure family-of-companies frameworks that maximize tax benefits while supporting long-term business sustainability.
Training and Support
We provide on-site controller services and accounting software implementation tailored to construction needs. Our team trains internal staff while maintaining accurate financial records. Clients receive customized solutions for job costing systems and day-to-day accounting operations that reduce business risk.
People
Shaun Clark
Managing Partner CPA
Shaun Clark leads Morrison, Clark and Company with over 25 years of construction accounting experience. He specializes in financial strategy development and has implemented accounting systems for numerous mid-sized construction firms across Arizona.
Jason Phillips
Audit Partner CPA
Jason Phillips oversees audit engagements with expertise in ERISA compliance and construction industry regulations. He has conducted hundreds of retirement plan audits while maintaining strict adherence to DOL and IRS requirements for multi-state clients.
Justin Jensen
Tax Partner MBA, CPA
Justin Jensen directs tax strategy services, focusing on multi-state construction tax compliance. His expertise includes AMT analysis and opportunity zone investments, helping clients optimize tax positions while maintaining regulatory compliance.
Paula Edmonds
Tax Team Manager CPA
Paula Edmonds leads tax operations with specialized knowledge of construction industry tax methods. She manages complex return preparations and provides strategic guidance on tax-saving opportunities for real estate investments.
Fredy Hernandez
Sr. Financial and Tax Team Member CPA
Fredy Hernandez provides senior-level financial consulting, focusing on construction accounting systems implementation. He assists clients with job costing optimization and financial process improvements to enhance operational efficiency.
Questions
What construction-specific accounting services do you offer?
We provide financial statements for bonding purposes, tax planning with construction methods analysis, ERISA audits, strategic business consulting, and on-site accounting support tailored to construction firms.
How do you help with multi-state tax compliance?
Our team specializes in multi-state tax regulations, including AMT calculations and percentage-of-completion methods, ensuring compliance while optimizing tax positions for construction companies operating across state lines.
What sets your ERISA audit services apart?
We combine construction industry expertise with specialized audit procedures, focusing on common pain points like bonus payment withholdings and plan document compliance to ensure smooth audit outcomes.
Can you assist with accounting software implementation?
Yes, we help select and implement construction-specific accounting software solutions, including customized chart of accounts structures that improve job costing accuracy and financial reporting capabilities.
Do you provide staff training services?
We offer on-site controller services and comprehensive training programs to strengthen internal accounting teams, focusing on construction-specific processes and regulatory compliance requirements.
