Mauldin & Jenkins

Helps individuals and businesses plan proactively, manage tax compliance, minimize tax obligations, and make informed financial decisions.

Helps organizations manage audit-related risk, support reliable financial reporting, and address compliance needs through audits, reviews, compilations, and specialized assurance engagements.

Helps organizations address financial, operational, tax, and risk challenges with tailored advice to improve performance, make informed decisions, and pursue business goals.

Helps government organizations meet regulatory and accountability demands, strengthen financial transparency, and optimize operations so they can focus on serving their communities.

Outsource accounting and financial leadership to access practical financial support and guidance for understanding and managing business cash flow.

Supports healthcare organizations, particularly senior living and long-term care providers, with reimbursement-related consulting.

Tax services

Mauldin & Jenkins provides tax planning, compliance, consulting, and advisory services tailored to entrepreneurs, closely held businesses, and high-net-worth individuals. Services include return preparation, entity and transaction planning, estate and wealth transfer planning, multi-state and international tax support, tax credit and Employee Retention Credit guidance, and tax controversy resolution. The firm's integrated, consultative approach helps clients address tax obligations and make informed decisions for personal and business financial goals.

• Plan Ahead And Make Informed Tax Decisions
  Tailored planning and relevant guidance help clients consider tax obligations, assess strategies, and make informed personal and business financial decisions.
• Prepare Returns And Manage Tax Requirements
  Professionals support tax filings and compliance across client types and jurisdictions, including property tax valuations, returns, and applicable tax authority requirements.
• Structure Businesses And Plan Transitions
  Tax planning supports entity selection, business transactions, formations and dissolutions, and succession decisions.
• Plan Wealth Transfers And Protect Assets
  Customized services address estate and trust matters, financial reporting, legacy goals, asset protection, philanthropic priorities, and tax considerations in wealth transfers.
• Manage Cross-Border Tax Planning And Filings
  International tax support helps businesses and individuals address global tax rules, plan cross-border activities, assess treaty and foreign tax credit considerations, and prepare required filings and reporting.
• Resolve Tax Disputes And Address Risks
  Professionals guide clients through tax disputes, filings, audits, notices, and resolution proposals, while helping identify and address potential compliance risks.
• Assess Tax Credits And Claim Opportunities
  Clients can receive guidance on relevant tax credits and ERC eligibility and claim steps. The firm reports substantial experience with ERC projects and client funds received.
• Navigate Specialized Tax Matters
  Clients can access guidance on specialized tax issues and state and local tax matters relevant to their circumstances.

Assurance Services

Mauldin & Jenkins provides audit and assurance services, including financial statement preparation, compilations, reviews and audits; attestation and agreed-upon procedures; performance, retirement plan, HUD and Single Audits; financial institution examinations; and SOC reporting. Engagements offer different levels and types of assurance, from presenting information supplied by a business to independent verification and assessment of controls. The firm emphasizes partner and manager involvement in audit fieldwork and uses AI-assisted transaction analysis to identify risk-based insights.

Category: Audit and Assurance Services

• Match Financial Reporting To Your Needs
  Choose an engagement level suited to personal use, financing needs, or outside stakeholders, with reporting that ranges from unverified preparation to an audit providing the highest level of assurance offered by these engagements.
• Address HUD Audit And Compliance Requirements
  Financial statement audits and testing address HUD disclosures and requirements, including tenant eligibility, rent calculations, occupancy, reserves, capital expenditures, surplus cash, and management certifications. The service also supports documentation preparation and reporting.
• Assess Federal Grant Compliance
  Independent audits help entities assess use of federal funds and compliance with applicable requirements. The firm reports more than 220 Single Audits covering over $6 billion in federal grants.
• Audit Plans And Support Required Filings
  Plan audit services support financial reporting, fiduciary responsibilities, and compliance needs. The firm can audit plan financial statements and file annual Form 5500 by the applicable deadline.
• Verify Information And Report Specific Findings
  Focused procedures and independent verification help evaluate information, controls, or processes. Written reports document procedures and results and can add credibility to management assertions for third parties.
• Assess Performance And Identify Transaction Risks
  Audits evaluate performance, controls, and efficiency. Transaction analysis can identify anomalous patterns that may indicate mistakes or potential malicious activity.
• Assess Controls And Share Assurance
  SOC reports provide stakeholders information about organizational controls relevant to financial reporting, cybersecurity, and selected Trust Services Criteria. SOC 3 offers a less detailed report format than SOC 2.
• Review Financial Reporting And Controls
  Financial institutions can access audit and examination services to address financial statement reporting, internal controls, financial health, and specified regulatory requirements.
• Address Industry-Specific Audit Needs
  Specialized engagements serve organizations with particular audit and reporting requirements, including agricultural enterprises, housing organizations, benefit plans, and government entities.

Advisory Services

Mauldin & Jenkins provides consulting and advisory services spanning corporate finance, business growth, management, tax, technology, internal controls, and risk. Offerings include valuation, litigation support, mergers and acquisitions, succession planning, strategic planning, cash flow forecasting, financial institution credit reviews, internal audit, cybersecurity, fraud prevention, and risk assessment. Services are tailored to client and industry needs, including insurance, agribusiness, financial institutions, and transportation and logistics.

Category: Management Consulting

• Identify And Manage Credit Risk
  Customized reviews help financial institutions assess portfolio quality, validate risk ratings, identify potential pitfalls, and evaluate lending practices, records, and compliance needs.
• Support Valuation And Business Claims
  Valuation expertise supports business financial goals and business interruption claims. The advisory practice also provides litigation support.
• Assess Risks In Business Transactions
  Transaction and M&A services help organizations assess credit and transaction risks and address analysis, due diligence, and structuring needs when acquiring, merging, or disposing of operations.
• Plan Business And Family Transitions
  Succession support helps businesses and families plan ownership transitions, including needs identified for agribusiness and transportation and logistics clients.
• Plan Growth And Improve Performance
  Planning and profitability advice helps organizations identify opportunities to improve performance and work toward business goals.
• Address Risk And Strengthen Controls
  Organizations can access advisory support for internal audit, controls, policies, procedures, fraud-related needs, and financial institution compliance.
• Develop Informed Tax Strategies
  Clients can access tax guidance shaped around their circumstances, including specialty tax matters, international and state and local issues, tax controversy, and research and development credits.
• Understand And Plan Cash Flow
  Forecasting, budgeting, and advisory support help organizations understand cash needs, manage financial resources, and assess operating-cycle performance.
• Assess Technology And Cybersecurity Needs
  Technology and cybersecurity advice helps organizations assess systems, risks, investments, security, and alignment with business objectives. Listed offerings include cybersecurity examinations and CMMC services.
• Apply Advisory Services To Industry Needs
  Industry-focused support addresses business needs such as insurance profitability and controls, agribusiness performance and succession, and transportation and logistics planning.

Government Advisory

Mauldin & Jenkins provides auditing, accounting, financial reporting, and consulting services to state and local governments and agencies. Its Governmental Practice Division helps clients navigate public finance and changing regulations, support accountability and financial transparency, and optimize operational efficiency. Services include financial audits, Single Audits, performance and compliance audits, and IT assessments.

Category: Management Consulting

• Address Government Entity Needs
  Services are tailored to a range of public organizations and their financial, regulatory, and operational needs.
• Strengthen Public Financial Accountability
  Government-focused audits support accuracy and compliance in financial reporting.
• Assess Performance, Compliance, And IT
  Audits and assessments help government entities review operational performance, internal controls, compliance, and IT security.
• Access Government Practice Experience
  The practice's reported team size and client experience provide access to professionals focused on state and local government services.

Outsourced Accounting & CFO Services

Mauldin & Jenkins provides outsourced accounting functions and CFO services, including outsourced CFO and controller support. Related services include accounting and bookkeeping, compiled financial statements, and financial guidance to help clients understand and manage cash flow.

Category: Accounting Services

• Outsource Essential Accounting Functions
  Delegate basic accounting functions and access accounting and bookkeeping support from the firm's professionals.
• Access CFO And Controller Support
  Obtain outsourced CFO or controller services to support financial operations and business advisory needs.
• Improve Cash Flow Understanding
  Receive support to understand cash flow and, in agribusiness work, manage cash flow.
• Support Financial Statement Preparation
  Access compiled financial statement services through the firm's small business practice.

Reimbursement Consulting

Mauldin & Jenkins provides reimbursement consulting as part of its healthcare services, including support for nursing homes, skilled nursing facilities, senior living communities, and other long-term care providers. The firm's healthcare expertise addresses reimbursement alongside billing, cost reporting, financial, and regulatory needs.

• Address Reimbursement Needs
  Healthcare organizations can access consulting support related to reimbursement as part of healthcare operations.
• Support Long-Term Care Providers
  The service is identified for nursing homes, skilled nursing facilities, senior living communities, and other long-term care providers.