Allegent Group, LLP · CPAs and Advisors
When a lender, an investor, a board or a probate court asks for your numbers, the real question is how much assurance they need. We prepare the compilation, review or audit they are asking for, and keep your books and taxes current in between.
Not sure what they are asking for? Find my assurance level Get the year-end checklist
The Assurance Ladder
Compilation, review or audit: three levels of assurance, and each costs more work than the one below it. Pick who is asking. The ladder shows how high you need to climb, and what you get at that rung.
Banks often require a compilation from an independent CPA as part of their lending covenants. Larger or riskier financing can call for an audit.
Highest assurance
What it saysOur report states whether your financial statements are fairly stated and free of material misstatement.
Limited assurance
What it says“We are not aware of any material modifications” needed for the statements to conform with GAAP. All required footnotes and disclosures included.
No assurance expressed
What it saysStatements presented as the representation of management, prepared by an independent CPA, with no opinion or assurance.
The ground floor
What it saysNo outside report. Accurate books every month, so a compilation, review or audit starts from clean records.
Off the ladder: for the court
What it saysAccounting schedules prepared to the requirements of the California Probate Code, for trustees, executors and conservators.
Your loan agreement, investor agreement or grant terms set the level, not us. Send us the language and we will confirm the right report on your free consultation, or call (818) 703-0807.
Proof, not adjectives
Anyone can say “quality.” A peer review is where an outside firm examines how we run our audit and accounting practice, and the state CPA society accepts or rejects the result.
California Peer Review Committee
CalCPA Peer Review Program
The partners, by the record
Licensed in California. Susana is an active member of the California Society of CPAs. Firm administrator Kate Crosby brings 15+ years of public-accounting practice administration.
How the monthly close works
Your bank account reconciled, so lost checks, lost deposits and bank errors surface the same month.
An income statement and a balance sheet generated from the reconciled books.
Your general ledger cleaned up, so year-end and any outside report start from clean records.
Unlimited consultations. Add payroll, tax planning or preparation as you need them.
Sample · illustrative figures, not a client
Three specialties, spoken to directly
Being named trustee, executor or conservator usually means a stack of statements and a duty to account for every dollar. We keep the record complete and prepare the schedules to the requirements of the California Probate Code.
The IRS uses very specific revenue and expense classifications to decide whether an organization keeps its tax-exempt status. We build your books around those classifications and handle the IRS reporting.
Retirement for a family business owner is not just deciding to stop coming in. Who runs it, who owns it, what it is worth, and whether you have enough to retire all need answers before the handoff, not during it.
The partners
That is how Julie describes Allegent: three partner CPAs and a firm administrator, in a firm that passed its latest peer review.
Partner · With Allegent and its predecessor firms 16+ years
More than 25 years in public and private accounting. Brad brings individual and business clients a treasure chest of ideas, and believes the firm’s success is built on its clients’ success. Lives in the Valencia area.
Partner · Joined 2019 with 25+ years
Julie keeps up with the endless tax-law changes because her clients want prompt answers, and she stays involved year-round, not just in tax season.
Partner · Joined 2016 with 11+ years
Tax for partnerships, C and S corporations, trusts, exempt organizations and individuals, plus audits, reviews and compilations. Specialties: closely-held entities and high-net-worth individuals with real estate.
Firm Administrator · Joined 2018 with 15+ years
Kate runs the day-to-day operation of the firm: tax procedures, scheduling, and keeping the office running smoothly.
Full service
Run the business at peak performance and stay in compliance.
Three levels of assurance for lenders, investors and boards.
Planning, compliance and preparation, all year.
Efficient, affordable and discreet resolution.
For trustees, executors and conservators.
Protect personal assets and plan ahead.
Year-end planning
After New Year’s, your return mostly reports what already happened. Before it, you can still change the outcome. Six moves worth a look for owners, families, trustees and nonprofits.
Shifting income or expenses from one year to the next can put them where they are taxed at a lower rate. Run both years before you move anything.
Business ownersPension and retirement plan contributions can defer tax. Some plan types have setup or election deadlines near year-end.
Owners & executivesGifts to family use each calendar year’s gift-tax exclusion. Once Dec 31 passes, this year’s exclusion is gone.
FamiliesDistributions can carry taxable income out of the trust and onto beneficiaries’ returns. Look at the numbers before year-end.
Trustees & executorsExpenses split across program services, fundraising and operations are easier to fix in December than in May.
Nonprofits & churchesCheck when your bank expects its compilation, review or audit, so your year-end close is built to support it.
Business ownersFree download · PDF · no sign-up
The 2026 year-end moves checklist
All six moves, plus the documents to gather before your planning meeting, on two printable pages.
General information, not tax advice for your situation. Tax rules depend on your facts and change often; talk with a CPA before acting on any of these. Prefer the phone? Call (818) 703-0807.
Questions
Not sure which report you need, or whether we handle it? A short call answers it faster than another hour of searching.
A compilation presents your financial statements as management’s representation and gives no assurance. A review adds analytical procedures and inquiries and gives limited assurance (“we are not aware of any material modifications”). An audit gives the highest level of assurance: we test transactions, review internal controls and confirm balances with banks, customers, vendors and attorneys.
Your loan agreement or the lender will say. Banks often require a compilation from an independent CPA as part of their lending covenants, and some require an audit depending on the size of the financing and their view of the risk. Send us the covenant language and we will tell you which report it calls for.
Yes. On May 31, 2025 the California Peer Review Committee accepted the report on the firm’s most recent System Review, with a peer review rating of pass. The firm’s next review is due by January 31, 2028. The acceptance letter is published on our website.
Yes. We help trustees, executors and conservators keep a complete accounting of the assets entrusted to them and prepare accounting schedules that meet the requirements of the California Probate Code, along with tax planning for the trust or estate.
Yes. We prepare Forms 990 and 990-T, help new organizations apply for 501(c)(3) status, review and compile financial statements, handle payroll, and prepare the pastoral housing allowance documentation churches need for ministers.
Our main office is at 5959 Topanga Canyon Blvd., Suite 370, Woodland Hills ((818) 703-0807). Our Valencia office is at 27240 Turnberry Lane, Suite 200, Valencia ((661) 775-2929).
Request a free consultation online and tell us the best time to call, or phone (818) 703-0807. We will ask what you need, who is asking for it, and when it is due.
Get started
A lender’s covenant, a trust accounting, a 990, a year-end plan: request a free consultation, tell us the best time to call, and a member of the team will call you back. Woodland Hills and Valencia.
