Business Details
Trusted CPA Services in Reno, NV
Excelsis Accounting Group is a Reno-based CPA firm dedicated to delivering exceptional accounting, tax, and consulting services. Our team of seasoned professionals combines deep industry expertise with a client-centric philosophy, ensuring clients receive the same high standards of service we would expect ourselves. With specialized knowledge in audit compliance, tax optimization, and business strategy, we serve small to mid-sized businesses and individuals, prioritizing transparency and predictable pricing.Our PCAOB registration and low team turnover reflect our commitment to continuity and quality, while our proprietary Client Service Agreement guarantees cost certainty and performance accountability. Recognized as a top small firm by Accounting Today, we blend innovative practice management with personalized attention to help clients reduce expenses, increase productivity, and achieve long-term financial success.
Services
Audit & Accounting
Tax Planning
Business Consulting
Business Valuation
Litigation Support
Highlights and features
- We guarantee predictable pricing with no surprise bills through our Client Service Agreement.
- Our team includes former Top 100 accounting firm professionals with 5-30 years of experience.
- We offer a performance guarantee: if unsatisfied, we refund or adjust fees accordingly.
- Recognized as a top small firm by Accounting Today for innovative practice management.
- We provide direct access to experienced professionals for all client engagements.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
What people say
Excellent tax advice
Knowledgeable and professional
Quick response to needs
Best tax agency
Experts in their field
Services
Audit & Accounting
Excelsis provides PCAOB-registered audit services for public and private companies, including SEC compliance filings (10-K, 10-Q) and internal control evaluations. Our team delivers high-integrity financial reporting and assurance services tailored to small public companies and closely-held businesses. With dual licensing in the U.S. and Canada, we ensure regulatory compliance while maintaining cost-effective solutions for complex accounting needs.
Tax Planning
We specialize in corporate and individual tax planning for businesses and high-net-worth individuals. Services include multi-state tax compliance, international tax optimization, and strategic entity structuring. Our proactive approach identifies tax-saving opportunities while ensuring compliance with evolving regulations. We also provide specialized planning for mergers, acquisitions, and estate transfers to minimize liabilities.
Business Consulting
Our consulting services focus on operational efficiency, financial forecasting, and strategic planning. We conduct SWOT analyses, develop growth strategies, and implement internal control improvements. The team provides CFO-as-a-service options and risk management solutions, helping businesses streamline accounting processes and make data-driven decisions to enhance profitability.
Business Valuation
We deliver defensible business valuations for litigation, mergers, and estate planning purposes. Our experts analyze tangible/intangible assets, financial performance, and market conditions to determine accurate valuations. Services support marital dissolutions, shareholder disputes, and transactional due diligence, with methodologies validated in court proceedings.
Litigation Support
Our litigation services include expert witness testimony, economic damage calculations, and fraud investigations. We support legal cases involving business disputes, contract breaches, and family law matters. The team provides court-ready financial analysis and trial exhibits, combining accounting expertise with legal process understanding to deliver actionable insights.
People
Mark Bailey
Managing Partner/Founder
With decades of experience in public accounting, Mark Bailey leads Excelsis' audit and consulting practice. He specializes in SEC compliance and business strategy, bringing expertise from Top 100 accounting firms to deliver client-focused solutions.
Janice Bailey
Firm Administrator
Janice Bailey oversees administrative operations, ensuring seamless client service delivery. Her organizational leadership supports Excelsis' low turnover and high-quality staffing standards, contributing to the firm's recognition as a top small workplace.
Charles Carslaw
Consultant
A former accounting professor, Charles Carslaw directs internal training and client education programs. His expertise in audit methodologies and regulatory compliance strengthens Excelsis' technical capabilities and industry leadership.
Sonja Pippin
Consultant
Sonja Pippin specializes in tax strategy and compliance, with a focus on corporate restructuring and international tax planning. Her technical proficiency enhances Excelsis' ability to deliver complex tax solutions for businesses and individuals.
Polly Swainston
Senior Accountant
Polly Swainston manages audit engagements and financial reporting, combining technical precision with client service excellence. Her experience spans multiple industries, supporting Excelsis' commitment to tailored accounting solutions.
Questions
What accounting services do you offer for small businesses?
We provide audit, tax planning, business valuation, litigation support, and strategic consulting tailored to small and mid-sized businesses in Reno and beyond.
How does your pricing model work?
We use guaranteed fixed pricing through Client Service Agreements, eliminating surprise bills and focusing on service effectiveness rather than hourly billing.
Are you qualified to handle SEC filings?
Yes, we're PCAOB-registered and licensed in Canada, with expertise in SEC compliance filings (10-K, 10-Q) for public companies.
Do you serve clients outside Nevada?
We serve businesses in California, Canada, and nationwide through virtual consultations and remote accounting services.
What makes your firm different from other accounting firms?
Our guaranteed pricing, low team turnover, and proprietary Client Service Agreement ensure predictable costs and personalized attention from experienced professionals.
Can you assist with business valuations for legal cases?
Yes, we provide court-defensible business valuations and expert witness testimony for litigation, mergers, and family law matters.
