Estate planning
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is a professional services firm delivering wealth advisory, digital, audit, tax, outsourcing and consulting services. It is organised around industry groups, with service capabilities embedded in each group, and serves privately held businesses and their owners, public companies, governments and nonprofits.
Assurance work includes financial statement audits and reviews, employee benefit plan audits and system and organization controls (SOC) audits, alongside sustainability and ESG reporting. Tax, consulting and outsourcing sit in the same engagement teams, and the firm describes serving private business owners from startup through succession.
CLA is a Minnesota LLP working from more than 120 locations with what it calls a virtual headquarters, and reports nearly 9,000 people and 202K+ clients. It is an independent network member of CLA Global, an international organisation of independent accounting and advisory firms. Securities and investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor and member FINRA/SIPC.
Fees are not published. Because the firm is a network of local offices and industry teams, ask which office and which industry group would hold the relationship before you engage.
Best for
Privately held companies and their owners who want audit, tax and outsourced accounting from one national firm with a local office, plus nonprofits, governments and fund clients.
What they do
- Financial statement audit and review
- Employee benefit plan audits
- System and organization controls (SOC) audits
- Sustainability and ESG reporting
- Tax planning and compliance
- Consulting and outsourcing
- Wealth advisory
- Digital services
Details
| Attribute | Value |
|---|---|
| Team size | 1,000+ employees |
| Licenses | Minnesota certificate number 00963, California license number 7083, Maryland permit number 39235, New York permit number 64508, North Carolina certificate number 26858, CliftonLarsonAllen Wealth Advisors, LLC — SEC-registered investment advisor, member FINRA/SIPC |
| Memberships | CLA Global network member |
What stands out
- Reports nearly 9,000 people working from more than 120 locations
- Lists 202K+ clients across private business, public company, government and nonprofit sectors
- An independent network member of CLA Global, an international organisation of accounting and advisory firms