FORVIS: A Leader in Public Accounting and Professional Services



In the realm of public accounting and professional services, FORVIS, LLP stands out as a top-tier firm. Ranked among the nation’s top 10 public accounting firms, FORVIS is known for its dedication to delivering Unmatched Client Experiences. With a history that combines over 150 years of expertise, FORVIS embodies a legacy of exceptional service and forward-thinking solutions.

What is FORVIS?

A Modern Powerhouse with a Rich History

Formed in 2022 through the merger of two established firms, FORVIS carries a combined heritage of over 150 years in the accounting and consulting industry. This merger brought together extensive knowledge and experience, creating a firm well-equipped to handle the evolving needs of clients in today’s dynamic financial environment.

Commitment to Excellence

FORVIS is driven by a commitment to using forward vision—hence the name FORVIS (derived from “Forward Vision”)—to deliver outstanding services. Their approach is centered on anticipating client needs, offering innovative solutions, and providing high-quality, personalized service that goes beyond traditional expectations.

A Comprehensive Suite of Services

FORVIS offers a wide range of services, including assurance, tax, consulting, and wealth management. With over 5,500 professionals, FORVIS serves clients across all 50 states and globally, ensuring comprehensive support no matter where their clients are located.

A Closer Look at FORVIS’s Services

Assurance Services: Ensuring Trust and Transparency

Assurance services are critical for maintaining trust and transparency in financial reporting. FORVIS provides various assurance services designed to help organizations uphold integrity and credibility in their financial statements.

Audit and Review Services

FORVIS conducts thorough audits and reviews to provide stakeholders with accurate and reliable financial information. These services include:

  • Financial Statement Audits: Comprehensive evaluations of an organization’s financial statements to ensure they are accurate and comply with accounting standards.
  • Reviews and Compilations: Less intensive than audits, these services provide limited assurance that no material modifications are needed in the financial statements.

Internal Audit and Risk Management

Beyond external audits, FORVIS also offers internal audit services that help organizations improve their internal controls and risk management processes. This includes assessing operational efficiency, compliance, and identifying areas for improvement.

Tax Services: Navigating Complex Tax Landscapes

Tax regulations can be intricate and ever-changing. FORVIS’s tax services are designed to help clients navigate these complexities and optimize their tax positions.

Tax Planning and Compliance

Effective tax planning is essential for minimizing liabilities and ensuring compliance with regulations. FORVIS offers:

  • Strategic Tax Planning: Customized strategies to optimize tax outcomes and align with business goals.
  • Tax Compliance: Assistance with preparing and filing tax returns to meet regulatory requirements.

Specialized Tax Services

FORVIS also provides specialized tax services for more complex needs, including:

  • International Tax: Navigating the challenges of cross-border taxation and ensuring compliance with international tax laws.
  • State and Local Tax: Managing multi-state tax obligations and optimizing state and local tax positions.

Consulting Services: Driving Business Success

Consulting services at FORVIS are designed to help businesses tackle challenges, leverage opportunities, and achieve their goals. These services span various areas, including strategy, technology, and operations.

Business Advisory

FORVIS’s business advisory services help organizations enhance their performance and drive growth. Key offerings include:

  • Strategic Planning: Developing actionable plans to achieve long-term business objectives.
  • Performance Improvement: Identifying and implementing process improvements to boost efficiency and profitability.

Technology Solutions

In today’s digital age, leveraging technology is crucial for success. FORVIS provides technology consulting services to help clients harness the power of digital tools and systems, including:

  • IT Strategy and Transformation: Aligning technology initiatives with business goals and optimizing IT infrastructure.
  • Cybersecurity: Protecting data and systems from cyber threats and ensuring compliance with security regulations.

Wealth Management: Securing Financial Futures

Wealth management is a key component of FORVIS’s service offerings, designed to help individuals and families achieve financial security and growth.

Financial Planning

FORVIS offers comprehensive financial planning services that cover all aspects of wealth management, including:

  • Investment Strategy: Creating and managing investment portfolios tailored to individual risk tolerance and goals.
  • Retirement Planning: Developing plans to ensure a comfortable and secure retirement.

Estate and Trust Services

Planning for the future involves more than just investment management. FORVIS provides estate and trust services to help clients manage and transfer their wealth efficiently, including:

  • Estate Planning: Structuring estates to minimize taxes and ensure smooth transitions.
  • Trust Administration: Managing trusts to meet the needs of beneficiaries and comply with legal requirements.

The FORVIS Advantage: What Sets Them Apart

Client-Centric Approach

One of the hallmarks of FORVIS is its client-centric approach. They prioritize understanding each client’s unique needs and tailoring their services to provide customized solutions. This focus on personalized service ensures that clients receive the support they need to achieve their goals.

Expertise and Experience

With a legacy spanning over 150 years, FORVIS combines deep industry expertise with a forward-looking perspective. Their team of professionals brings extensive knowledge and experience to every engagement, providing clients with valuable insights and effective solutions.

Innovation and Technology

FORVIS is committed to leveraging the latest technology to enhance their services and deliver better outcomes for clients. From advanced data analytics to cutting-edge cybersecurity solutions, they integrate technology to drive efficiency and effectiveness.

Global Reach

Serving clients in all 50 states and internationally, FORVIS offers a broad perspective and the ability to address global challenges. Their international presence allows them to provide insights and solutions that account for the complexities of the global market.

FORVIS’s Commitment to Community and Sustainability

Corporate Social Responsibility

FORVIS believes in giving back to the communities they serve. They engage in various corporate social responsibility (CSR) initiatives, including charitable contributions, volunteering, and supporting local causes.


FORVIS supports a range of charitable organizations and initiatives that address critical needs in their communities. Their philanthropic efforts focus on education, health, and social services, making a positive impact where it matters most.

Employee Volunteering

Encouraging employees to give back is a key part of FORVIS’s CSR strategy. They organize and support volunteer activities, allowing their team to contribute their time and skills to benefit local communities.

Environmental Sustainability

FORVIS is also committed to sustainability and reducing their environmental footprint. They implement eco-friendly practices within their operations and support initiatives aimed at promoting environmental conservation.

Green Initiatives

FORVIS’s green initiatives include reducing energy consumption, minimizing waste, and promoting recycling. They continuously seek ways to improve their environmental performance and encourage sustainable practices among their employees.

The Future of FORVIS: Continuing to Lead and Innovate

Embracing Change

As the financial landscape continues to evolve, FORVIS is committed to staying ahead by embracing change and innovation. They continuously adapt their services to meet emerging needs and leverage new technologies to enhance their offerings.

Digital Transformation

Digital transformation is a key focus for FORVIS. They invest in advanced technologies to streamline processes, improve client interactions, and deliver more efficient services. This includes integrating artificial intelligence, automation, and advanced analytics into their operations.

Expanding Services

FORVIS is also focused on expanding their service offerings to address the changing needs of their clients. They are continuously exploring new areas of opportunity and developing solutions that provide additional value.

Commitment to Quality

Quality remains a cornerstone of FORVIS’s approach. They are dedicated to maintaining the highest standards of service and continuously improving their processes to ensure exceptional outcomes for their clients.

Training and Development

To uphold their commitment to quality, FORVIS invests in ongoing training and development for their professionals. This ensures that their team remains knowledgeable about the latest industry trends and equipped to provide top-notch service.


FORVIS, LLP has established itself as a leading firm in public accounting and professional services by combining a rich heritage with a forward-looking vision. Their comprehensive range of services, commitment to client satisfaction, and dedication to innovation and quality set them apart in the industry.

Whether you need assurance, tax, consulting, or wealth management services, FORVIS offers the expertise and personalized attention required to achieve your goals. Their client-centric approach ensures that you receive tailored solutions that meet your unique needs, while their commitment to innovation and sustainability positions them as a trusted partner for the future.

Explore the world of FORVIS and discover how their forward vision can help you navigate the complexities of today’s financial landscape. With a legacy of excellence and a focus on the future, FORVIS is your gateway to Unmatched Client Experiences in the world of accounting and professional services. Visit for more information and to connect with their team of dedicated professionals.

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