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What we do

One team. Every number that matters.

From a single tax return to full monthly accounting and IRS defense — the work stays under one roof, which means nothing falls through the cracks.

Tax Preparation

Whether for individuals or businesses, our experienced team handles every detail of your federal and state tax returns. We spot credits and deductions others miss, file electronically, and stand behind our work.

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Tax Planning

Tax planning is the single highest-ROI financial decision most business owners make. We map your income, entities, and timing to minimize liability across multi-year horizons — never just the current return.

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Small Business Accounting

Monthly close, bank reconciliation, financial reporting, and cash-flow planning. We give you the clean books your bank wants and the operating dashboard you need to make real decisions.

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Payroll Services

Complete payroll processing with direct deposit, quarterly and year-end filings (941, 940, W-2, 1099), new-hire reporting, and workers-comp integration. Accurate, on-time, every time.

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IRS Problem Resolution

Back-tax resolution, Offers in Compromise, installment agreements, innocent-spouse relief, lien and levy release, wage-garnishment removal, and full audit representation. You talk to us — we talk to the IRS.

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QuickBooks Services

Initial QuickBooks setup, one-on-one training, monthly tune-ups, and troubleshooting. QuickBooks ProAdvisor support for Desktop and Online — configured around how you actually run your business.

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New Business Formation

Entity selection analysis, state filings, EIN, S-election (2553), initial accounting setup, and owner-compensation planning. Get the structure that protects you and minimizes tax.

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Estate & Retirement Planning

Retirement projections, estate-tax analysis, beneficiary reviews, and coordination with your attorney and financial advisor. Planning you can actually act on — not a 100-page PDF.

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Not sure which service fits?
Tell us what's going on.

We'll point you to the right answer — even if it's not us.

(561) 278-1199

KDM Accounting

Free Consultation

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