Tax Compliance & Planning

Jennifer Sicking, CPA | Click to email Jennifer
Chris Roberts, CPA, CGMA | Click to email Chris

Strategic tax planning is an essential element in any business and wealth accumulation plan. We take great pride in our expertise and proactive thinking in tax planning. We understand that our clients have many options regarding tax preparation services. What separates KHA from our competition is the planning we provide to assist you with daily operations and developing long term strategies.

The benefits of our services include:

  • Preparing a detailed plan before the close of a tax year to help achieve your financial goals
  • Timely communication of tax law updates to take advantage of any last minute changes
  • Minimizing tax liabilities by applying current tax regulations and taking advantage of deferral strategies
  • Maximizing wealth accumulation strategies using personalized plans
  • Assuring the accuracy of tax return preparation by applying vigorous continuing education standards and quality assurance processes
  • Communication tailored to your needs

Whether you are an individual, family business, or entrepreneur organized as a sole proprietorship, corporation, or partnership, our tax specialists provide the following services:

  • Tax planning, research, return preparation and communication with all federal, state, and local agencies
  • Liquidations, mergers, acquisitions, and reorganizations
  • Consolidated tax returns
  • State, multi-state and local taxes
  • Non-profit tax returns
  • Estates and trusts, planning and return preparation
  • Gift planning and gift tax return preparation
  • Succession planning and transfers of business ownership
  • Retirement planning
  • Representation in an audit before federal, state, and local tax authorities

Our professionals help executives and high net worth individuals create effective, long term tax strategies. Minimizing tax liability is a combination of applying the current tax regulations and taking advantage of deferral strategies. The type of corporate structure you operate in, the selection of benefit and retirement plans, and the timing of business transactions all impact the overall tax results.