Audit & Assurance
Clarity, Accuracy, and Confidence in Your Financial Reporting
Independent Oversight That Strengthens Trust and Decision-Making
At Cortez & Associates, our audit and assurance services are designed to bring clarity to your financial picture and confidence to your stakeholders. Whether you’re preparing for a bank loan, seeking investor backing, meeting compliance requirements, or simply aiming to tighten internal controls, we provide thorough, objective evaluations of your financial statements and reporting systems.
We work with privately held businesses, nonprofits, and organizations that require independent assurance to meet regulatory, contractual, or operational needs. Our services include full audits, reviews, and compilations—each tailored to the level of assurance you need. We also assess risk exposure, test internal controls, and identify opportunities for improving financial reporting accuracy and efficiency.
Our audit process is efficient, respectful of your time, and designed to minimize disruption to your operations. We focus not only on verifying the numbers, but also on helping you understand what the findings mean and how they can guide better decision-making going forward.
What sets us apart is our personal approach: we take time to explain our process, walk you through results, and answer questions along the way. At Cortez & Associates, assurance isn’t just about compliance—it’s about building transparency, trust, and a stronger financial foundation for the road ahead.
Facing an Audit? We’ve Got Your Back—And We Can Help You Avoid One
Receiving notice of an audit from the IRS or a state agency can be stressful, especially if your records aren’t in perfect order. At Cortez & Associates, we assist clients who are currently under audit, guiding them through the process, communicating with tax authorities on their behalf, and working to resolve issues as quickly and favorably as possible. We know how overwhelming audits can feel—but with the right preparation and representation, they don’t have to derail your finances or your peace of mind.
More importantly, we help clients reduce their risk of being audited in the first place. Inconsistent filings, missing records, or errors on returns are some of the most common triggers—and all of them are preventable with the right systems and oversight. Through our audit-readiness approach, we make sure your financials are clean, compliant, and professionally presented—so if scrutiny ever comes, you’re already ahead of the game.
The reality is, tax authorities are more active than ever in reviewing returns and issuing penalties. One missed detail or unchecked box could result in costly consequences. That’s why having Cortez & Associates on your side isn’t just smart—it’s a form of protection.
