Business Details
42 Years
experience
Your Trusted Accounting Partner in Morrow, GA
Fulton & Kozak is a service-centric accounting firm dedicated to providing comprehensive tax, attestation, and advisory services tailored to the unique needs of businesses and individuals. With decades of combined experience, our team of certified professionals specializes in resolving complex accounting challenges, delivering timely tax preparation, and offering strategic financial guidance to support long-term growth. Our commitment to excellence is reflected in our personalized approach, where clients receive individualized attention from a primary accountant supported by a collaborative team.We prioritize transparency, reliability, and community engagement, ensuring our clients' financial practices align with industry best practices while fostering trust through consistent communication and ethical standards. Our expertise spans multiple sectors, including construction, healthcare, non-profits, and real estate, making us a trusted partner for navigating financial complexities.
Services
Tax Preparation
Business Valuation
Audit Services
Controller Services
Bookkeeping
Tax Planning
Financial Reporting
QuickBooks Setup
Sales Tax Compliance
Employee Benefit Plan Audits
Details
- Year established: 1984
Highlights and features
- We offer over 40 years of combined experience in tax and accounting services across diverse industries.
- Our team provides personalized solutions tailored to your unique financial challenges and goals.
- We prioritize transparency, ethical practices, and clear communication in every client interaction.
- Our collaborative approach ensures seamless support from tax preparation to business advisory services.
- We serve local communities and understand the specific needs of Georgia-based businesses and individuals.
Services
Tax Preparation
Fulton & Kozak provides comprehensive tax preparation services for businesses, individuals, estates, trusts, and non-profits. Our team ensures compliance with federal and state regulations while optimizing tax-saving opportunities through strategic planning. Clients benefit from accurate, timely filings and personalized guidance to navigate complex tax scenarios.
Attestation Services
Our attestation services include audits, reviews, and compilations to verify financial accuracy and compliance. Tailored to meet lender, investor, or regulatory requirements, these services provide stakeholders with confidence in financial reporting. We specialize in employee benefit plan audits and ERISA compliance for organizations seeking third-party validation.
Advisory Services
Fulton & Kozaks advisory team offers bookkeeping, controller services, and business valuation expertise to support operational efficiency. We assist clients with budgeting, forecasting, QuickBooks setup, and internal controls, ensuring financial practices align with strategic goals while adapting to evolving business needs.
Business Valuation
We provide detailed business valuation services for mergers, acquisitions, partner disputes, and exit planning. Our analysis incorporates market trends, financial performance, and industry-specific factors to deliver accurate valuations that support informed decision-making for business owners and stakeholders.
Controller Services
Our controller services include financial statement preparation, management reporting, and process optimization. Designed for businesses requiring expert oversight without hiring in-house staff, these services ensure accurate financial tracking, compliance, and strategic insights to enhance operational efficiency.
People
Geoff Fulton
Partner
Geoff Fulton leads attestation services with expertise in construction, real estate, and non-profits. A committed community volunteer, he brings servant leadership and 20+ years of auditing experience to Fulton & Kozak.
John Kozak
Partner
John Kozak, a former KPMG auditor and university adjunct professor, specializes in tax and advisory services. With 25+ years in public accounting, he combines technical expertise with a passion for community service.
Sheila Kozak
Partner
Sheila Kozak focuses on business and non-profit tax solutions. Her career spans KPMG, local CPA firms, and enterprise finance, offering clients 18+ years of experience in complex tax compliance and planning.
Dan Soles
Partner
Dan Soles specializes in government and non-profit audits with 20+ years at Fulton & Kozak. His expertise ensures compliance with federal regulations and accurate financial reporting for public sector clients.
DJ Fulton
Founder
DJ Fulton founded the firm in 1984 and brings 40+ years of tax expertise. A former Georgia Society of CPAs board member, he mentors the team while maintaining active client relationships.
Questions
What accounting services does Fulton & Kozak offer?
We provide tax preparation, attestation (audits/reviews), advisory services (bookkeeping/controller support), business valuation, and QuickBooks consulting tailored to businesses and individuals.
How does Fulton & Kozak handle complex tax situations?
Our team collaborates on unique tax challenges to ensure IRS compliance while optimizing client outcomes, leveraging cross-department expertise in sales tax and multi-state filings.
Do you specialize in specific industries?
Yes, we serve construction, healthcare, non-profits, real estate, hospitality, and professional services sectors with dedicated industry expertise.
Can Fulton & Kozak assist with business growth planning?
Yes, our advisory team offers budgeting, forecasting, and entity structure guidance to support scalable growth strategies aligned with your business goals.
How do I schedule a consultation?
Visit our website to book a complimentary 30-45 minute consultation with a tax or advisory specialist via our online scheduling portal.
Are your services available remotely?
Yes, we maintain a paperless office with secure digital document sharing, enabling full-service support for clients nationwide.
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