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    • Our Partners[one_half] Kevin G. Breard, Managing Partner Excellence is an achievable standard when one makes a serious personal commitment to its attainment. That’s what company founder and managing partner Kevin G. Breard believed when he opened the doors to his Certified Public Accounting office in l989, and it’s what he still believes today. This commitment to excellence, along with Breard’s entrepreneurial spirit, permeate every aspect of the firm’s culture, and serve as the foundation for the teamwork and dedication it takes to provide the best possible service to every client. Kevin has nearly 30 years of accounting experience, including 26 years of public accountancy and several years as a CFO of a small subsidiary of a NYSE-listed company. The founding of Breard and Associates was the result of his dream to provide a broad range of services to a diverse clientele. His certification as a CPA in four states, as well as his CFE, CFS, FINOP and DABFA licenses, has enabled him to make the dream a reality. Breard holds a BS in Accounting, with a business emphasis, from CSU Northridge. He studied Corporate Governance at Tulane University Law School. Professional Licenses – Certified Public Accountant, California – Certified Public Accountant, Nevada…
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    • California Dept. of Education (CDE) Audit
    • Financial ServicesWe’ll look at your whole financial picture and respond with solutions that fit your needs. We’ll determine whether you’re better off as a ‘C’ corporation, or an ‘S’ or an LLC, and we have the licenses it takes to provide the full array of accounting services, from tax preparation to FINOP. Our Public Company Accounting Oversight Board (PCAOB) registration enables us to work with publicly held companies as well as private. At Breard, our expertise in broker/dealer audits runs deep, and as Certified Fraud Examiners, we always hit the nail on the head. We’re also very mobile, our contingent of auditors in the field helping to hasten turnaround time. We offer professional services to clients in: Certified Audits, Review Services, and Compilation Non-profit audits Tax Preparation and Representation before the Internal Revenue Service Surprise security audits and other agreed-upon procedures Business Management and Advisory Services QuickBooks Support and Computer Consulting Forensics Accounting and Litigation Support Services Business valuations [button size=”medium” href=”/services/broker-dealer-audits/” bg_color=”#096485″ text_color=”#ffffff”]Learn About Our Broker Dealer Audit Services[/button] [button size=”medium” href=”/contact/” bg_color=”#666666″ text_color=”#ffffff”]Contact Us[/button]
    • Regional Center Audits SB 74 & Section 4652.5If you’re a non-profit service provider receiving annual disbursements from one of the 21 California Regional Centers, you may now be required to contract with an independent CPA firm to conduct an annual audit of your finances. The new addendum to the Nonprofit Integrity Act of California, in effect since March 24, 2011, requires service providers with negotiated annual rates of $250,000 to $500,000 to submit an independent review or independent audit of financial records.  For providers with a negotiated rate over $500,000, an audit is required.  This rule also applies to work activity program service providers receiving less than $250,000. The audit reports must certify that 85% of all government funds are used for actual programs and that no more than 15% is funneled toward administrative costs.  This new statute was passed after widespread reports of nepotism and other abusive practices among service provider management.   Look to Breard & Associates, Inc. to get it done. Breard & Associates, Inc.’s years of experience in non-profit audits and reviews, including long-time knowledge of PCAOB and other regulations, as well as our reasonable fees, make us the perfect choice for completing this audit thoroughly and on time.   Contact us for…
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Breard & Associates, LLP

A professional tax and accounting firm

Author: Vince Alvarez

FINRA Supplemental Statement of Income (SSOI)

Learn more about the new required statement and download the FINRA SSOI form here: FINRA SSOI

Continue reading “FINRA Supplemental Statement of Income (SSOI)”…
Posted on: 08/15/2012 Last updated on: 11/01/2012 Written by: Vince Alvarez

Calling All Regional Centers

The programs supported by Regional Centers must undergo an audit if their revenues are over $250,000-$500,000.  Not sure if this applies…

Continue reading “Calling All Regional Centers”…
Posted on: 07/20/2012 Last updated on: 10/31/2012 Written by: Vince Alvarez

BAI 18th Annual Management Retreat

We had our 18th annual management retreat at the beautiful Mandalay Bay Embassy Suites in Oxnard, CA. Here is the…

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Posted on: 06/15/2012 Last updated on: 06/21/2012 Written by: Vince Alvarez

“Big Fighters, Big Cause” Charity Event

BAI was invited to attend the Big Fighters, Big Cause event hosted by Sugar Ray Leonard on May 22, 2012.…

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Posted on: 05/22/2012 Last updated on: 06/21/2012 Written by: Vince Alvarez

BAI to Attend 2012 the CA Accounting & Business Show

The 2012 California Accounting and Business Show is coming up on June 4-5, 2012.  BAI sends a couple of our…

Continue reading “BAI to Attend 2012 the CA Accounting & Business Show”…
Posted on: 05/16/2012 Last updated on: 05/16/2012 Written by: Vince Alvarez

CSUN Accounting and IT Banquet

This year the California State University, Northridge (CSUN) Awards Banquet took place on Monday, May 1, 2012 at Castaway in…

Continue reading “CSUN Accounting and IT Banquet”…
Posted on: 05/02/2012 Last updated on: 05/17/2012 Written by: Vince Alvarez

Welcome Nancy Enriquez!

BAI has a history of hiring the best and brightest interns from the firm’s alma mater, California State University, Northridge…

Continue reading “Welcome Nancy Enriquez!”…
Posted on: 04/12/2012 Last updated on: 04/12/2012 Written by: Vince Alvarez

Electronic Filing of Audit Reports

To our Broker/Dealer Clients: Earlier this month, FINRA issued Regulatory Notice 11-46 regarding the filing of annual audit reports.  The…

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Posted on: 12/16/2011 Last updated on: 01/03/2012 Written by: Vince Alvarez

2011 Seminar

In November of 2011 BAI hosted 3 seminars on topics ranging from cyber liability, online marketing, tax updates for individuals…

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Posted on: 11/30/2011 Last updated on: 12/20/2011 Written by: Vince Alvarez

Happy Veterans Day

Breard and Associates, Inc. would like to recognize and thank those who are and were in harm’s way for our…

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Posted on: 11/11/2011 Last updated on: 12/20/2011 Written by: Vince Alvarez
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  • About Us
    ▼
    • Our Partners
    • Our Staff
    • About Our Firm
    • Careers
  • Services
    ▼
    • California Dept. of Education (CDE) Audit
    • Financial Services
    • Regional Center Audits SB 74 & Section 4652.5
    • Crowdfunding Accountant
    • Tax Resolution
  • 2022 Tax Updates
    ▼
    • 2021 Tax Updates
  • Contact
  • Portal
  • Resources
  • Pay Now