Business Details
22 Years
experience
Your Trusted Partner for Accounting Solutions in Morrow, GA
Fulton & Kozak is a service-centric accounting firm dedicated to providing tailored tax, attestation, and advisory services. With a focus on personalized attention, we assign a primary accountant to each client while ensuring seamless team collaboration for uninterrupted support. Our paperless operations allow secure, instant access to client files, and we prioritize transparent communication through defined project scopes, estimated timelines, and regular progress updates. Our expertise spans individual and business tax preparation, audits, financial statement analysis, and specialized advisory services for diverse industries. We emphasize proactive tax planning, internal control assessments, and business valuation solutions to help clients navigate complex financial landscapes.Our team of CPAs and specialists brings decades of combined experience in construction, real estate, healthcare, non-profits, and government sectors. We pride ourselves on resolving old tax issues, offering fractional CFO services, and adapting to clients' evolving needs through scalable solutions. Our community involvement and commitment to ethical practices underscore our dedication to long-term client partnerships. We serve clients in Georgia and beyond, combining technical expertise with a client-first approach to deliver measurable value. Our goal is to simplify complex accounting challenges while fostering trust through consistent, reliable service delivery.
Services
Tax Preparation
Audits
Advisory Services
Business Valuation
Controller Services
Details
- Year established: 2004
Highlights and features
- We assign dedicated accountants with team-wide accessibility for uninterrupted support
- Our paperless system ensures secure, instant document access and efficient processing
- We guarantee timely service with defined project scopes and regular progress updates
- Our cross-functional teams collaborate on complex cases for comprehensive solutions
- We offer fractional CFO services for scalable financial expertise without full-time costs
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals, businesses, estates, trusts, and non-profits. Our expertise covers simple to complex returns across multiple states and international jurisdictions. Our team stays current with evolving tax regulations to ensure compliance while optimizing tax-saving opportunities through strategic planning.
Audits
Our dedicated attestation team conducts thorough audits and reviews for organizations requiring financial verification. We specialize in employee benefit plan audits, ERISA compliance, and industry-specific assurance services. Our approach combines standardized procedures with customized solutions to meet specific regulatory and reporting requirements.
Advisory Services
We offer tailored advisory solutions including bookkeeping, controller services, and QuickBooks support. Our team provides financial statement analysis, budgeting guidance, and internal control assessments. We help businesses implement efficient accounting processes and make data-driven decisions for sustainable growth.
Business Valuation
Our valuation experts provide accurate business assessments for mergers, acquisitions, partner disputes, and exit planning. We use industry-standard methodologies to determine fair market value while considering unique business circumstances. Our services support strategic decision-making and regulatory compliance for various transaction scenarios.
Controller Services
We deliver outsourced controller services with customizable involvement levels. Our CPAs provide financial reporting, budget management, and operational oversight while integrating with clients' existing teams. Services include month-end close support, KPI tracking, and customized financial dashboard creation for informed decision-making.
People
Geoff Fulton
Partner
Partner in charge of attestation services with expertise in construction, distribution, real estate, and non-profit sectors. Active community volunteer and leader in youth sports organizations.
John Kozak
Partner
Experienced CPA with background at KPMG and Marsh Inc. Adjunct professor at Clayton State University. Specializes in business and non-profit tax services with community leadership involvement.
Sheila Kozak
Partner
Certified Valuation Analyst with extensive experience in business and non-profit tax services. Former KPMG professional with expertise in QuickBooks implementation and financial process optimization for diverse organizations.
Dan Soles
Partner
Audit partner specializing in employee benefit plans and government/non-profit industry audits. Active in community service with focus on youth development and local church activities.
DJ Fulton
Founder
Founder of DJ Fulton CPAs since 1984. Seasoned tax and business practice expert with extensive community board experience. Provides strategic leadership while maintaining hands-on client service involvement.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, bookkeeping, controller services, business valuation, and advisory solutions tailored to small businesses across various industries.
How do you handle complex tax situations?
Our team collaborates on unusual tax scenarios to develop IRS-compliant solutions that balance client needs with regulatory requirements through specialized expertise.
Can you assist with audit preparation?
Yes, our dedicated attestation team conducts employee benefit plan audits, ERISA compliance reviews, and financial statement audits with industry-specific expertise.
Do you offer virtual accounting services?
We maintain a paperless office with secure document storage, allowing remote access to client files and virtual consultations for all services.
How do you support business growth through advisory services?
We provide fractional CFO services, internal control assessments, budget forecasting, and KPI tracking to help businesses make data-driven growth decisions.
What industries do you specialize in?
We serve construction, real estate, healthcare, hospitality, government, non-profits, and professional services sectors with industry-specific accounting expertise.
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