W/P A-1 Austin, Texas CPA firm
Calhoun, Thomson + Matza is the Austin CPA firm insurers, businesses, nonprofits and individuals call for statutory audits, financial statement work and tax planning. Its partners and directors came up through PricewaterhouseCoopers, Deloitte & Touche, BDO and the Congressional Joint Committee on Taxation.
Meet the partners & directorsFive leaders, one firm
W/P A-1 · Congress Ave. Austin-basedW/P L Partners & directors
Big-firm training, Austin-sized attention. CT+M’s leaders bring experience from PricewaterhouseCoopers, Deloitte & Touche, BDO and the Congressional Joint Committee on Taxation, and you can email each of them directly.
Managing Partner
GAAP and statutory audits of property & casualty, life, accident & health insurers and HMOs, plus technology, not-for-profit, manufacturing, service contract and warranty clients.
Chief Financial Officer
Runs the firm’s finances after a career in public accounting that included serving as an audit manager with BDO USA, LLP.
Audit Director
Directs GAAP and statutory audits of property & casualty, life and accident & health insurers, with focus on not-for-profits, employee benefit plans and technology.
Tax Director
Tax compliance and planning for clients from start-up to dissolution and from individuals to multinationals: insurance, manufacturing, technology, entertainment, oil & gas, not-for-profit, wholesale, retail and professional services.
Tax Director
Insurance taxation. Rich was instrumental in the reform of insurance taxation in the mid-80s as a member of the Congressional Joint Committee on Taxation, and attends the Insurance Tax Conference every year.
L-6 Your turn
Call the office and tell us what you’re working on. We’ll put you with the partner or director who fits.
Calhoun, Thomson + Matza, LLPAudit · Accounting · Tax, from Austin, Texas
Footed: 5 of 5 · AICPA + TXCPA members
W/P B Auditing & accounting
From statutory audits of insurance companies to benefit plans and deal diligence, CT+M’s audit team is led by Managing Partner Clark Thomson and Audit Director Scott Weiss.
All auditing & accounting servicesAudits and reviews that give lenders, boards and owners numbers they can rely on.
GAAP and statutory audits of property & casualty, life, accident & health insurers, HMOs and alternative risk entities.
Help with the NAIC annual and quarterly statements insurers file with regulators.
Benefit plan audits for employers that sponsor retirement and welfare plans.
A close read of the numbers before you buy, so the price reflects what you are really getting.
Accounting support when a dispute turns on the numbers.
W/P C Industries
The firm’s experience runs across a wide range of industries. If you don’t see yours, call us; between the team’s experience and its strategic alliances, there’s a good chance CT+M can help.
Schedule C-1 · Insurance
C-2
Trade Associations · Charitable Organizations · Grant Recipients
C-3
Software · Start-ups · Semiconductor · Internet Services
C-4
Home Healthcare · MRI · Provider Groups
C-5
Furniture · Heavy Equipment
C-6
Retail · Employee Benefits · Construction · Services
C-7 Not listed?
W/P D Tax preparation & consulting
Tax Directors Brian Streig and Rich Matza handle compliance and planning from start-up to dissolution, individual to multinational, including the insurance taxation Rich helped reform as a member of the Congressional Joint Committee on Taxation.
Federal and state returns for businesses, nonprofits and individuals.
Planning ahead of the decision, not after the return.
Formal IRS guidance on how a specific transaction will be taxed.
Tax structuring and review when companies combine, buy or sell.
Studies that sort building costs so depreciation follows the rules and your cash flow.
Help when the IRS opens an examination.
Studies for related-party transactions across entities and borders.
Tax analysis when a dispute turns on how something was taxed.
W/P E Ask for a second look
CT+M engages clients in a dialog to identify challenges, seek possibilities, clarify visions and plan for their success. Here is how a first conversation works.
01 Identify challenges
An audit a regulator or lender is asking for, a tax position you’re unsure of, an IRS letter, a deal you’re weighing. A phone call or a short note is enough to start.
02 Seek possibilities
We ask questions, listen and lay out the options, including the ones you may not have considered.
03 Clarify visions
Scope, timing and who on the team owns the work, settled before the work begins.
04 Plan for success
The engagement runs to plan, and you know who to call when something changes.
Please don’t send tax documents or Social Security numbers through the contact form. Clients share files through CT+M’s secure portal.
W/P F Reference file
Quick links to the IRS, the Texas Comptroller of Public Accounts and the National Association of Insurance Commissioners, plus payment options.
Open the link list F-2Education, licenses, past firms and direct contact details for each of CT+M’s leaders.
Read the bios F-3The full list of insurance segments, nonprofits and business sectors the firm works with.
See the listF-4 Already a client?
Use the client portal or pay online. Anything else, call us.
W/P G Careers at CT+M
Have a passion for audit? Think you’re the tax master? CT+M is always looking for its next great hire, from experienced professionals to students who want practical experience for their résumé.
Benefits schedule
W/P Q Questions, answered
Straight answers about who CT+M serves and how the firm works. If your question isn’t here, call us.
Call 512.439.8400The office is in Austin, Texas. Mail goes to P.O. Box 30044, Austin, TX 78755. While CT+M is a locally based accounting firm, its reach is national and international.
Property & casualty, title, life, fraternal, health and HMO, reciprocals and exchanges, risk retention groups, captives, risk pools and warranty companies. The audit team performs GAAP and statutory audits and helps with NAIC annual and quarterly statements.
No. CT+M serves small businesses, big businesses, non-profit organizations and individuals. If you don’t see the service you need listed, call the office; between the team’s experience and its strategic alliances, there is a good chance the firm can help.
Federal and state tax return preparation, tax planning, private letter rulings, merger and acquisition work, cost segregation studies, IRS examinations, transfer pricing studies and litigation support.
Clark Thomson is managing partner and Tanya Davis is chief financial officer. Scott Weiss is audit director, and Brian Streig and Rich Matza are tax directors. Each partner and director has a bio and direct contact details on the firm’s site.
Existing clients use the CT+M tax portal or audit portal (Brian Streig can set up access) and can pay online. Please don’t send sensitive documents through a general contact form.
CT+M is always looking for its next great hire. Benefits include competitive compensation, comprehensive healthcare, 401(k) matching, CPA prep course and exam bonuses, paid continuing education and travel bonuses. Students can ask about internships; the firm also meets candidates at recruiting events.
W/P Z Plan for success
Do you have an idea, a dream or a challenge? Call the office or send a message, and a member of the CT+M team will get back to you.
Mail: P.O. Box 30044, Austin, TX 78755
