Full Service CPA and CVA Firm in the Triangle NC

We are a CPA firm that not only provides accounting, tax and consulting services but have separated from the pack of the small and mid-size firms in the Triangle area in that we also have expertise in financial statement preparation (compilation, review and audit) and business valuation services. And we are different from the big firms in that we roll up our sleeves and personally get to know you and your business within an affordable cost structure.

The knowledge we have gained through years of experience combined with the effort invested in getting to understand your particular situation allows us to work side by side with you to provide personal and proactive services of the highest quality. Our integration of accounting, financial statement, tax, valuation and consulting services results in seeing the whole picture, which can help you satisfy today’s needs and plan for longer term goals.

The accountants at Steven Fultonberg CPA/CVA, PLLC routinely handle all such needs of individuals, trusts, estates, employee benefit plans and for-profit businesses within a variety of very diverse industries.

Accounting Services

If you’re looking to maximize profits by understanding your business better, including knowing its margins, overhead or cash flow, we’ll provide consistent support by assisting with internal monthly, quarterly or annual financial reporting along with in-depth analysis to help you realize these goals.

Valuation Services

The valuation process requires specialized knowledge and experience and the ability to apply these using judgment of both quantitative and qualitative factors. We specialize in determining the value of ownership interests in closely-held businesses.

Compilation, Review
and Audit Services

Lenders and other parties often require that a business engage an independent CPA to prepare its financial statements in compliance with generally accepted standards.  We are well-versed at providing these services and presenting such information in the most positive light.

Tax Services

Detailed knowledge of federal and multi-state tax laws are critical to making personal and business decisions leading to the most tax efficient planning and return preparation. We hold such knowledge and are adept at providing definitive opinions to help you move forward.