We Value Our Dallas Banking Relationships

How can Calvetti Ferguson can help you go above and beyond for your clients?

Calvetti Ferguson is one of the largest independent accounting and advisory firms based in Texas. As trusted business advisors to privately held and public companies, private equity funds, family offices, and high-net-worth individuals, we provide assurance, tax, advisory, accounting and technology risk services. We advise beyond accounting to eliminate hurdles, identify opportunities, and ensure the best for our clients and their businesses.

Recognized by Forbes as one of America’s Top Recommended Tax and Accounting Firms, Calvetti Ferguson is also an INSIDE Public Accounting Top 200 and Fastest Growing Firm. Calvetti Ferguson is an independent member firm of PrimeGlobal, the fourth largest association of independent accounting firms with approximately 300 member firms in over 90 countries. 

Calvetti Ferguson values our banking relationships. We have designed this page to provide you with quick access to information about our services. Please let us know how we can help you and your clients.

Forbes 2021

Accounting

Whether your client needs support for essential and routine accounting, more expertise on complex issues, or support in scaling accounting and finance functions to the overall business, we have the tools, the people, and the expertise to help.

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Advisory

No matter which stage our clients are in, we can help guide them through mitigating risk, optimizing cash flow, and scaling for growth and sustainability.

Transaction Advisory Services
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Bankruptcy & Restructuring Services
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Assurance

Assurance services are more than a mere compliance requirement. We’ll get to the bottom of what’s behind your client’s numbers, so they are better informed and can make better business decisions.

Employee Benefit Plan Audit

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CF Financial

CF Financial, a Calvetti Ferguson affiliate, offers a bespoke approach to wealth management which addresses the complex needs of business owners and entrepreneurs who are ready to clarify their vision, invest in their values, and make their mark.

Tax

We work with private clients, individuals, and companies of all sizes so we know the issues that matter most. From reducing financial burdens to utilizing specialty tax credits, we’ll guide your clients through the complex tax landscape so they can keep more money in their pockets.

Specialty Tax Credit Consulting

R&D Tax Credit Brochure

Cost Segregation Brochure

Employee Retention Tax Credit

Technology Risk

Assisting companies in identifying and managing their technology risk is our passion. Whether you are a service organization in need of a SOC report, an internal audit department requiring specialized IT Audit expertise, or a CFO responsible for an IT department and are unsure what to do next, Calvetti Ferguson can help.

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SOC Reporting
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