About Brown Rogers & Co LLC
<p>Founded in 1997, Brown Rogers & Co LLC works with employers and individuals in the Little Rock area and across central Arkansas on tax, accounting, and assurance needs.</p> <p>The firm provides audit and attest work that includes audits, reviews, and compilations, along with tax management services. Its team also handles assurance and advisory services that support day-to-day reporting and planning decisions.</p> <p>Brown Rogers & Co LLC also offers IRS representation, estate and trust planning, financial planning, and financial forecasting for clients who want help organizing longer-term goals alongside annual compliance work. Daniel Morrison is a partner and a main point of contact.</p> <p>What sets the firm apart is its mix of traditional CPA services and forward-looking planning work under one roof, which can simplify coordination between tax filings, financial statements, and projections.</p> <ul> <li>Audits, reviews, and compilations</li> <li>Tax management and IRS representation</li> <li>Assurance and advisory services</li> <li>Estate and trust planning</li> <li>Financial planning and forecasting</li> </ul>
Website: https://www.brownrogers.com/
Founded: 1997
Office Locations
- Little Rock, AR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $92.0M
- 401(k): 6 plans, $92.0M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| WALTERS, BALIDO & CRAIN RETIREMENT PLAN | WALTERS, BALIDO & CRAIN, L.L.P, TX | $22M | 139 |
| KLAASMEYER CONSTRUCTION CO., INC. 401(K) PLAN | KLAASMEYER CONSTRUCTION COMPANY, INC., AR | $19M | 182 |
| FEE, SMITH & SHARP, LLP 401(K) PLAN | FEE, SMITH & SHARP, LLP, TX | $19M | 113 |
| BAIRD, HAMPTON & BROWN SAVINGS & RETIREMENT PLAN | BAIRD, HAMPTON & BROWN, INC., TX | $18M | 128 |
| DE WAFELBAKKERS 401(K) PROFIT SHARING PLAN AND TRUST | DE WAFELBAKKERS, LLC, AR | $7M | 548 |
| WT TRANSFER HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN | WT TRANSFER HOLDING COMPANY, LLC, AR | $6M | 155 |