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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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    • 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: Lori Brown

Welcome Shauna Chuchian, CPA

Shauna Chuchian enjoys working as a team player and she likes to keep busy, two reasons why she joined Breard…

Continue reading “Welcome Shauna Chuchian, CPA”…
Posted on: 10/06/2017 Last updated on: 10/06/2017 Written by: Lori Brown

18th Annual CSUN Distinguished Alumni Awards

BAI proudly attended the 2016 CSUN Distinguished Alumni Awards Gala held on April 16th at the Four Seasons Hotel in…

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Posted on: 04/21/2016 Last updated on: 04/21/2016 Written by: Lori Brown

Rebroadcast of our 2015 Hot Topic Seminar

Back by popular demand is a rebroadcast of our standing room only 2015 Seminar. Hot Topics in Broker-Dealer Audits Insider…

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Posted on: 02/23/2016 Last updated on: 02/29/2016 Written by: Lori Brown

BAI Welcomes Albert Tan

A big welcome to intern Albert Tan, who began at Breard in mid-January. A senior at CSUN majoring in accounting, Albert…

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Posted on: 02/08/2016 Last updated on: 02/08/2016 Written by: Lori Brown

Where’s My Refund?

The IRS continues to strongly encourage the use of e-file and direct deposit as the fastest and safest way to…

Continue reading “Where’s My Refund?”…
Posted on: 01/29/2016 Last updated on: 01/29/2016 Written by: Lori Brown

Broker-Dealers to Obtain EDGAR Access Credentials for Submission of X-17A-5 Part III Annual Reports and Amendments

Big News! The SEC has issued a notice authorizing broker-dealers to file their annual audit reports electronically through the Commission’s…

Continue reading “Broker-Dealers to Obtain EDGAR Access Credentials for Submission of X-17A-5 Part III Annual Reports and Amendments”…
Posted on: 01/19/2016 Last updated on: 01/19/2016 Written by: Lori Brown

BAI Gives Back!

“When we give cheerfully and accept gratefully, everyone is blessed.” – Maya Angelou As the Holiday season approaches, BAI wanted…

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Posted on: 12/10/2015 Last updated on: 12/23/2015 Written by: Lori Brown

Were you in Attendance?

What started as a lowly attended seminar 5 years ago, has become a highly anticipated event by the Securities Industry.…

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Posted on: 11/23/2015 Last updated on: 11/23/2015 Written by: Lori Brown

Fall 2015 CSUN Meet the Firms!

The opportunity to find the next BAI superstar presents itself every semester at the CSUN Meet the Firms event! The…

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Posted on: 10/20/2015 Last updated on: 10/20/2015 Written by: Lori Brown

Fore!!! for Charity!

BAI is proud to support the Blind Children’s Center Fall Golf Classic by sponsoring the 18th Tee Sign! The event took…

Continue reading “Fore!!! for Charity!”…
Posted on: 10/15/2015 Last updated on: 10/15/2015 Written by: Lori Brown
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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