Boldt, Carlisle & Smith

Business Details

50+ Years

experience

Trusted Accounting & Business Consulting Since 1959

Since 1959, Boldt, Carlisle & Smith has been dedicated to delivering excellence in accounting, tax advisory, and business consulting services. As a leading firm in California, the South and Southwest, and the Pacific Rim region, we specialize in tailored solutions for credit unions, governments, nonprofits, and commercial enterprises. Our team of over 450 professionals combines deep industry expertise with a service-oriented approach to guide clients through complex financial challenges. With a legacy of over 60 years, we prioritize proactive communication, technological innovation, and customized strategies to support sustainable growth. Our commitment extends beyond transactionswe build long-term relationships grounded in trust, transparency, and a thorough understanding of each client's unique needs.

From audit assurance to international tax compliance, we empower businesses and individuals to navigate regulatory landscapes and achieve their financial objectives. Our multidisciplinary teams provide specialized expertise in areas such as pension plans, franchise consulting, and cybersecurity risk assessments. By maintaining a client-centric focus and adapting to evolving market dynamics, we ensure our partners receive actionable insights and reliable counsel. Boldt, Carlisle & Smith's reputation for excellence is built on decades of delivering value-driven solutions and fostering a culture of continuous improvement. Whether supporting startups or public companies, we remain steadfast in our mission to prioritize client success through integrity, innovation, and unwavering dedication.

Services

Tax Advisory Audit Assurance Business Consulting Pension Plans Franchise Consulting Cybersecurity Risk Assessments International Tax Compliance Estate Planning ERP Selection Litigation Support

Details

Year established: 1959

Highlights and features

We offer 60+ years of experience in accounting and business consulting.
Our team includes specialists in niche areas like pension plans and international tax.
We provide tailored solutions for credit unions, nonprofits, and government entities.
Our tech-powered strategies enhance audit efficiency and financial reporting accuracy.
We maintain long-term client relationships through proactive communication and transparency.

Associations and certifications

Public Company Accounting Oversight Board (PCAOB)

Website

Update Listing

Services

Tax Advisory

Our Tax Advisory practice delivers comprehensive compliance and strategic planning solutions for businesses and individuals. We specialize in international tax matters, state and local tax (SALT), and nonprofit tax reporting. Our team of 85+ professionals prepares nearly 300 exempt organization returns annually while providing guidance on unrelated business income, executive compensation, and tax-efficient structuring. With expertise in federal credits and cross-border transactions, we help clients minimize liabilities and optimize financial outcomes through proactive, customized strategies.

Audit Assurance

Boldt, Carlisle & Smith's Audit Assurance team provides financial statement audits, internal control examinations, and compliance reporting for public and private entities. Our PCAOB-registered professionals serve over 120 employee benefit plans annually and specialize in government, nonprofit, and credit union audits. We combine technical expertise with industry-specific knowledge to deliver timely, accurate reporting while identifying operational efficiencies. Our services include SOC audits, IT compliance, and preparation for first-time audits, ensuring clients meet regulatory requirements while maintaining financial transparency.

Business Consulting

Our Business Consulting division offers tailored solutions for growth-oriented organizations across multiple sectors. We provide fractional CFO services, digital transformation strategies, and M&A advisory for venture-backed companies. Specialized teams support franchise systems, real estate investors, and technology firms with operational optimization and risk management. With expertise in ERP implementation and cybersecurity assessments, we help businesses enhance financial controls, streamline processes, and navigate complex regulatory environments to achieve sustainable growth and operational excellence.

Pension Plans

Boldt, Carlisle & Smith's Pension and Benefit Plans practice specializes in compliance and advisory services for retirement and health benefit programs. Our experts manage 401(k), defined benefit, and ESOP plans ranging from $100,000 to $3M+ in assets. We assist with first-year audits, IRS/DOL correction programs, and service provider transitions while addressing compliance issues like delinquent filings and loan violations. Our team ensures accurate Form 5500 preparation and adherence to AICPA Audit Quality Center standards, helping organizations maintain fiduciary responsibility and regulatory compliance.

Franchise Consulting

The SL Franchise Group provides end-to-end consulting for franchise systems, from startup development to operational restructuring. Our services include franchise sales management, system repositioning, and operations optimization for emerging and established brands. We offer strategic marketing support, royalty structure analysis, and compliance guidance tailored to franchise business models. With deep industry expertise, we help franchise owners enhance scalability, improve unit economics, and implement growth strategies while maintaining brand consistency across multi-unit operations.

People

Stephen Bolt

Partner

Stephen Bolt brings decades of accounting expertise to Boldt, Carlisle & Smith, specializing in audit assurance and financial reporting. With a focus on regulatory compliance and technical accounting, he advises clients on complex transactions and standards implementation. His leadership ensures high-quality service delivery across diverse industries.

Robin H Park

Partner

Robin H Park specializes in international tax matters, guiding businesses through cross-border compliance and structuring. With extensive experience in global taxation, he helps clients navigate complex regulatory environments while optimizing tax efficiency for multinational operations.

Christopher Stone

Partner

Christopher Stone leads Boldt, Carlisle & Smith's technology sector advisory practice, focusing on software development and digital transformation. He provides strategic guidance on financial planning, M&A transactions, and tax optimization for tech companies operating in competitive markets.

Cecilia Sanudo

Partner

Cecilia Sanudo specializes in nonprofit and government accounting, delivering tailored solutions for tax compliance and financial management. Her expertise in Form 990 preparation and unrelated business income tax helps organizations maintain regulatory compliance while advancing their missions.

Orlando Torres

Partner

Orlando Torres leads Boldt, Carlisle & Smith's state and local government practice, providing audit and advisory services to public sector clients. With deep knowledge of governmental accounting standards, he ensures compliance while improving financial transparency and operational efficiency for municipal entities.

Questions

What industries does SingerLewak specialize in?

We specialize in credit unions, government entities, nonprofits, real estate, technology, healthcare, and franchise systems. Our industry-specific expertise also extends to manufacturing, professional services, and international business operations.

How does SingerLewak support nonprofit organizations?

We provide comprehensive tax compliance, Form 990 preparation, unrelated business income guidance, and strategic advisory services tailored to nonprofits' unique needs, helping them maintain tax-exempt status while advancing their missions.

What international tax services do you offer?

Our international tax team assists with cross-border compliance, entity structuring, treaty optimization, and global tax coordination, supporting businesses expanding operations across jurisdictions in the Pacific Rim and beyond.

Can SingerLewak help with employee benefit plan audits?

Yes, we audit over 120 employee benefit plans annually, including 401(k), defined benefit, and healthcare plans, while providing compliance guidance and IRS/DOL voluntary correction program assistance.

What technology solutions does SingerLewak provide?

We offer ERP selection and implementation, cybersecurity risk assessments, IT audit services, and digital transformation strategies to help businesses enhance operational efficiency and protect critical data assets.

How does SingerLewak support franchise businesses?

Our SL Franchise Group provides system development, operational restructuring, sales management, and strategic marketing solutions to help franchise owners optimize performance and achieve sustainable growth.