Retail CPA Services

Tax and Audit Services for Retail

Audit & Attestation

  • Monthly Financial Statements
  • Monthly Bank Reconciliations
  • Maintain General Ledgers and Journals
  • Audits of Financial Statements
  • Employee Benefit Plan (401k) Audits

Tax Planning & Preparation

  • Federal Tax Planning and Preparation
  • State & Local Tax Planning and Preparation
  • Monthly Meals and Sales Tax Returns
  • IRS Annual Tip Report
  • Annual 1099’s
  • State and Local Tax (SALT)

Business Advisory

  • Maintain Fixed Asset Records
  • Detailed Depreciation Schedules
  • Annual Breakeven Analyses
  • Outsourced Accounting Services
  • PCI Compliance
  • Data Security
  • Penetration Testing
  • Acquisition & Divestiture Support
  • Regulation Compliance
  • Business Improvement Services
  • Business Modelling
  • Capital Planning
  • Cash Flow Forecasting
  • Compensation Planning
  • Disposal of Non-Core Assets

Forensic Accounting

  • Fraud and slippage investigations and prevention

How We Can Assist with Current Retail Accounting, Tax and Business Issues

New Lease Accounting Regulations

These new accounting rules could have impact on bank loan covenants as they might change the borrowing base for many loans essential to your operations.

How to prepare: Briggs & Veselka is already working with companies and their banks to advise them on the possible implications of these new accounting regulations to help them prepare possible revisions to existing covenants and as guidance for future loan agreements. For more information, contact John Flatowicz at

Data Security

Companies with significant credit card transactions are faced with increasing scrutiny and potential assumption of liabilities for fraud events.

How to prepare: Briggs & Veselka Business Advisory professionals can assist with penetration testing, PCI compliance and data processing risks and control issues to protect your operations from unneeded costs and reputation risk. For more information contact David Phelps at

Cost Management for Internal Financial Functions

Supplier billing, month-end closings, and reports for lenders can place burdens on your existing finance and accounting staff and impede the cash flow of your operation.

How to prepare: Briggs & Veselka’s outsourced controller and accounting services gives you budget flexibility and control when you require interim support of full back office accounting functions. For more information contact Terry Sherrill at

Fraud & Shrinkage

More than 40% of retail shrinkage is caused by employees, either as isolated incidents or as part of a larger, more organized scheme.

How to prepare: Our teams of internal auditors and forensic investigators can work with your operations teams to develop preventative methods via process improvement, or in the event of discovery of an organized fraud, conduct forensic accounting to uncover defensible evidence of fraud. For more information contact Sheila Enriquez at


Kevin Lovins

Tax Shareholder, CPA


John Flatowicz

Audit Shareholder, CPA



Sheila Enriquez

Managing Shareholder, CPA, JD



David Phelps

Business Advisory Shareholder, CPA


Fast Facts

  • The firm serves many iconic retail brands based in Texas—leaders in their segments who require sophisticated audit and tax services in Texas and in other states
  • Our integrated approach provides seamless planning and compliance services with a distinct understanding of the issues facing today’s retailers.  See some current topics to the left.
  • The firm’s network of professionals in lending, insurance and technology—those who we’ve worked with before– gives our retail clients access to resources to address a myriad of issues
Find All Retail Services Professionals

    Adam DimmickAudit Shareholder and Department Chair, CPA, CGMA
    713-353-1954 ...
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    Brian Jordan Tax Director, CPA, CFE 713-353-1980 ...
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    David Phelps Business Advisory Shareholder, CPA 713-353-1941 ...
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    Dennis Baonguis Audit Director, CPA 713-353-1966 ...
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    Edward FowlerForensic, Valuation & Litigation Support Shareholder, CFA, ASA, MAFF
    512-476-8866 CERTIFICATIONS ...
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    Hal D. Miller Tax Shareholder, CPA 512-480-8182 ...
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    Jason Liu Audit Shareholder, CPA 713-366-8563 ...
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    Jeff Mealer State & Local Tax Manager, CPA, JD ...
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    John Cooney State & Local Tax Shareholder, CPA 713-353-1903 ...
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    John Flatowicz Audit Shareholder, CPA 713-353-1910 ...
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    Joseph MeyerRisk Advisory Services Director, CIA, CISA
    713-366-8558 EDUCATION ...
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    Kevin Lovins Tax Shareholder, CPA 713-353-1914 ...
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    Larry Dodson Audit Shareholder, CPA 512-480-8182 ...
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    Lesley Sciortino Audit Shareholder, CPA 713-353-1994 ...
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    Mark Schaaf Tax & Valuation Shareholder 713-353-1922 ...
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    Meresa Morgan ERISA Practice & Audit Shareholder, CPA
    713-353-1921 ...
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    Rick Westerfield Tax Shareholder, CPA 832-463-4116 ...
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    Sam Oldroyd Tax Principal, CPA 832-463-4087 EDUCATION ...
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    Thao GrieppFVLS Director, CPA, J.D.
    832-463-4137   EDUCATION