Proactive Partners
Delivering Clarity
& Peace of Mind
to Each and Every Client,
Each and Every Time.
At CTBK, we are an anomaly: an accounting, assurance, and advisory firm that actually cares — about results, and about people, and it shows.
Who We Are
What We Do
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Tax Services
So much more than tax returns, we offer executive compensation issues assistance, entity selection, and tax & transactional planning for businesses of many different industries and scales.
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Attest & Assurance
We’re at our best when it matters most, and attest situations are certainly one of those instances. We expand on and go beyond traditional attest and assurance services, offering creative solutions to maximize revenue while controlling costs.
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Advisory Services
Whether it’s our outsourced and fractionalized cfoSOLUTIONSplus, or advisory services in a range of areas from valuation to technology & security, we can help you get a better handle on your situation, close gaps, and create new opportunities.
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Outsource Accounting
In an economic climate where it’s increasingly difficult to maintain a full staff of highly qualified accountants, our Outsource Accounting Services team can help fill a gap for a period of time, or even absorb the entire accounting function for lower-middle market clients.
Multidisciplinary
Our advisors, accountants, and team members have a wealth of experience and are all responsive to each client.
Proactive
We work efficiently and effectively, flagging potential issues before they become a problem.
Integrated
Our one-team approach ensures the most effective advice, actions, and outcomes, no matter the situation or complexity level.
Connected
With our long-term client relationships and connectivity within the firm, we focus on establishing a personal network in an ever-evolving world.
Who We Do It For
Construction
Beyond just tax and attest, we offer consulting services tailored to the construction industry. Our experts are active in industry groups like CFMA and SAWNY, keeping their skills sharp through real-world experience.
Manufacturing
We reduce duplication of efforts and streamline communications, keeping our costs competitive for manufacturers and distributors who need a wide range of services. We’ll even provide a value-added management letter and quarterly meetings with no additional fees.
Nonprofits
Our one-team approach provides seamless communication between audit and tax services for nonprofit organizations anywhere in the United States. We offer basic bookkeeping and outsourced CFO services tailored to unique nonprofit needs.
Real Estate
We specialize in tax compliance and planning for large complex real estate development groups including depreciation strategies, 163(j) compliance, 1031 transaction planning, and QOZ planning.
Trusts, Estates & High Net Worth Individuals
We’re here to help you protect your life’s work and legacy. Our 30 years of experience in trust and estate planning includes grantor-retained annuity trusts, spousal lifetime access trusts, charitable remainder trusts, and more.
Investment Partnerships
We have a deep knowledge of complex issues impacting Investment Partnerships such as multi-state returns, changes in ownership, built-in gain treatment, and foreign reporting requirements.
Healthcare
Many of our healthcare experts have worked in the industry since they started with us as first-year staff. We’re proud to have engagements of over 10 years demonstrating our record of success working with private practice physicians in all fields.
Our Story
Founded in 1994 by a group of accountants with extensive experience in both public and private accounting, our firm has grown steadily since its inception.
Why? Because of our people. Really.
We only hire highly qualified professionals that are also high quality human beings, who are driven to do the best work possible, but also know how to have fun. That mix, shaped and empowered by our core values, delivers the truly exceptional results our clients have come to count on.
Serena Evergreen