Scope of Services

At KFPCPA, our practice is structured around a specific holistic focus—what we call an integrated accounting perspective (IAP). By understanding the bigger picture of your personal, family and business finances, we can identify and maintain greater value for you, both professionally and individually, over time.

Global Services:

We provide the following services as part of any engagement with our clients:

  • Tax Planning and Preparation
  • Financial Statements
  • Advisement and Guidance on Tax-Savings Strategies
  • IRS and Audit Representation
  • Back-Year and Amended Returns
  • Financial Forecasting and Projections

For Businesses and Start-Ups:

As experienced business advisors, KFPCPA works with owners through all aspects of their organization’s operations. We have a particular skill in serving entrepreneurial companies and small businesses in their start-up phase, providing in-depth administrative and financial support through various stages of their early growth.

  • Corporate Entity Selection
  • General Accounting System Planning and Setup
  • Selection and Implementation of Accounting Software
  • Buying and Selling a Business
  • Business Succession Planning
  • Accounting Method Review and Tax Planning
  • Multi-state Income and Franchise Tax Planning
  • Pension and Profit Sharing Plans
  • MyCFO Services: virtual accounting department services, including cash management, budgeting, bookkeeping, general ledger, and more.

For Individuals and Families:

An individual’s financial profile is in a constant state of change, and requires regular monitoring and readjustment. In providing this guidance, we also look at the interrelated needs of your immediate family, in terms of both present and future issues, to create the best balance in your overall tax structure.

  • Individual Tax Planning
  • Estate and Gift Tax Planning
  • Succession Planning
  • Intergenerational Tax Strategies
  • Family Office Services
  • Trust Taxation
  • Equity Compensation Planning