Business Details
22 Years
experience
Expert Accounting Services in Morrow, GA
Fulton & Kozak is a service-centric accounting firm dedicated to providing tailored financial solutions for businesses and individuals. With expertise in tax preparation, attestation services, and advisory support, we prioritize client growth and satisfaction through personalized attention and industry-specific knowledge. Our team of certified professionals collaborates across departments to address complex accounting challenges, including multi-entity management, tax compliance, and financial audits. We specialize in serving diverse sectors such as construction, healthcare, non-profits, and real estate, ensuring clients receive strategic guidance aligned with their unique needs.Founded in 2004 through the merger of DJ Fulton CPAs and John Kozaks practice, our firm combines decades of experience with a commitment to community engagement and professional excellence. We offer scalable servicesfrom bookkeeping to business valuationwhile maintaining a paperless, efficient workflow. Our approach emphasizes transparency, reliability, and long-term partnerships, ensuring clients navigate tax seasons, audits, and business transitions with confidence.
Services
Tax Preparation
Attestation Services
Advisory Services
Bookkeeping
Business Valuation
Audit Services
Controller Services
QuickBooks Setup
Employee Benefit Plan Audits
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in tax and accounting services.
- Our team includes certified experts in business valuation and audits.
- We provide tailored solutions for multi-entity and cross-state operations.
- Our paperless system ensures secure, efficient document management.
- We prioritize community engagement and ethical financial practices.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Expertise in complex tax
Responsive service
Personalized attention
Community involvement
Accurate filings
Services
Tax Preparation
We prepare tax returns for businesses, individuals, estates, trusts, and non-profits, ensuring compliance with federal and state regulations. Our team offers strategic tax planning to minimize liabilities and optimize financial outcomes. Clients benefit from timely, accurate filings and expert guidance for complex multi-state or entity structures.
Attestation Services
Our attestation team conducts audits, reviews, and compilations to verify financial accuracy and compliance. Specializing in employee benefit plan audits and ERISA requirements, we provide assurance for lenders, investors, and regulatory bodies. Services include on-site evaluations and tailored reporting to meet organizational needs.
Advisory Services
We offer bookkeeping, controller services, and business valuation to support operational efficiency. Our advisory team assists with QuickBooks setup, budgeting, and financial forecasting. Clients receive customized solutions for internal controls, mergers, and exit planning to drive sustainable growth.
Business Valuation
Our certified valuation analysts assess business worth for mergers, acquisitions, or legal purposes. The service includes detailed financial analysis, market comparisons, and risk evaluations. Clients gain actionable insights for strategic decisions, partner disputes, or divorce settlements.
Employee Benefit Plan Audits
We conduct ERISA-compliant audits for 401(k), 403(b), and defined benefit plans. Our team ensures adherence to regulatory standards and identifies internal control improvements. Clients receive comprehensive reports to maintain plan integrity and stakeholder trust.
People
Geoff Fulton
Partner
Geoff Fulton leads attestation services with expertise in construction, real estate, and non-profits. He volunteers with youth sports and local chambers, emphasizing servant leadership. Based in Fayetteville, GA, he has four children.
John Kozak
Partner
John Kozak, a former KPMG auditor and university adjunct professor, specializes in tax and advisory services. He volunteers at his church and a homeless shelter. Lives in Avondale Estates with his wife Sheila.
Sheila Kozak
Partner
Sheila Kozak focuses on business and non-profit tax services. She ran 200-mile relays and enjoys golf. Lives in Avondale Estates with her husband John and actively participates in community activities.
Dan Soles
Partner
Dan Soles specializes in government and non-profit audits. He resides in Fayetteville with his wife and two sons, actively engaging in church and community initiatives.
DJ Fulton
Founder
DJ Fulton founded the firm in 1984 and serves on boards for the Georgia Society of CPAs. He enjoys golf and family time in Fayetteville, mentoring community leaders.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, bookkeeping, business valuation, and advisory services tailored to small businesses.
Do you specialize in any industries?
Yes, we serve construction, healthcare, non-profits, real estate, and government sectors.
Can you handle multi-state tax compliance?
Yes, our team manages cross-state tax filings and compliance for businesses.
What is your approach to client communication?
We assign a primary accountant and maintain a paperless system for secure, timely access to documents.
Do you offer advisory services for business growth?
Yes, we provide budgeting, forecasting, and strategic planning to support business expansion.
How do you ensure audit readiness?
Our attestation team conducts thorough reviews and audits to verify financial accuracy and compliance.
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