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For over 15 years, we've been providing exceptional financial services using a special combination of expertise and customer service. Our financial advice and planning strategies include developing overall business financial plans and budgets, insurance, pensions, retirement and general financial matters. We take a personal interest in each and every one of our clients, so you get a level of service that's rare in the industry.

With a significant presence and experience in areas of finance, Kuhn & Koviak, CPAs, Inc. provides clients technical analysis and advice on complex financial as well as tax issues.


Our Financial Services include:
     
  • Transaction Services
  • Business Strategy & Consulting
  • Financial Due Diligence
  • Mergers & Acquisitions
  • Business Valuation
  • Equity Compensation (FAS 123R/IRC 409A, 409A, Stock Option, Put, Call, SAR, Restricted Stock, Pension Plan, ESOP)
  • Financial Reporting -- FAS 141/142
  • Intellectual Property
  • Real Estate
  • Tangible Asset
  • Disputes & Investigations
  • Plan for retirement
  • Develop an estate plan
  • Assess insurance needs
  • Advise on divorce settlements
  • Devise savings and investment strategies
  • Build college funds
  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Tax effects of buying/selling a business

 

 
  • Business owner's private wealth management
  • Executive and employee compensation, retirement and benefits planning
  • Succession planning
  • Transaction structuring
  • Accounting and Bookkeeping
  • Monthly and Quarterly Write-Up
  • Compilations
  • Reviews
  • Projected and Forecasted Financial Statements
  • Payroll and Sales and Use Tax Filing
  • QuickBooks® Consulting
  • Cost Accounting
  • Fund Accounting for Not-for-Profits
  • Business Start-Up
  • Budgets
  • Cash Management
  • Projected and Forecasted Financial Statements
  • Accounting Software Evaluation and Implementation
  • Development of Financial Policies and Procedures
  • Human Resources Consulting for Hiring, Insurance, Retirement and Compensation Plans
  • IRS Representation

Contact Kuhn & Koviak, CPAs, Inc. today for more information on the above financial services.