Fulton & Kozak is home to technology savvy, forward-thinking and civic minded CPAs who want to build a legacy of sustainability and security for their business, clients and family.

In 2008, Fulton & Kozak embarked on an initiative to create a paperless environment -- no small feat for a CPA firm, where everything can come down to a "paper trail."

The Paperless Initiative includes

• Secure, encrypted file transfer opportunities for clients who want to upload/download tax documents, work papers, QuickBooks files and other accounting- and audit-related files.
• Comprehensive data backup routine, including offsite storage, regular backup and restore tests and quarterly procedure audits.
• Investment in state-of-the-art computer systems and network infrastructure that power the applications Fulton & Kozak uses to run their business.
• Selection of best-of-breed applications for every aspect of the business, requiring a commitment to the move toward a paperless office.

Fulton & Kozak CPAs offers the best of "Old School" know-how and commitment combined with Leading Edge understanding of emerging technology.