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Client Services

GF Valdez, P.C. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Financial Institutions

  • External Audit Procedures
  • Internal Audit Procedures
  • Director's Examinations
  • Bank Secrecy Act/AML Reviews
  • ACH Audits
  • Credit Union Supervisory Reviews
  • Deposit & General Bank Compliance Reviews
  • General Consulting
  • Tax Preparation

Small Business and Other Industries

  • Employee Benefits Plans - Includes full & limited-scope audits
  • Home Owner Associations - Audit and tax preparation
  • Restaurants & Bars - Audits and other services
  • Local Government - Agreed upon procedures

Not-For-Profit Organization Services

  • General Consultation
  • Audits
  • Reviews & Compilations
  • Tax Preparation

Other Services

  • IRS/Tax Problem Resolution
  • Tax Consultation
  • Tax Preparation - Includes individual, corporate, exempt organizations, LLCs, and partnerships

Information Request for Services Listed Above