Tax Services
KAA Tax and Accounting Services performs a full line of traditional income tax preparation services for small businesses. Our Advisory services offer detailed tax planning, setting short-term and long-term tax goals, analyzing future liabilities with specific strategies to avoid future tax surprises.
Tax Preparation & Review Services
Prepare all business and individual federal and State Income tax returns
Review current year summaries vs. prior activity
Finance & Accounting Setup
Evaluate Finance and Accounting needs
Make necessary recommendation of a full Finance and Accounting system
Apply expertise to include new technology and cloud-based systems
Human Resource/Payroll Compliance
Introduce third-party systems available to all clients for a prearranged exclusive price list
Tax Services For Individuals
Individuals – KAA Data Accounting & Consulting provides a full line of traditional federal and state income tax preparation services. Our loyal client base over the years will tell you that there is no tax matter to larges that we cannot handle.
Tax Preparation & Review Services
Tax Preparation and review Services
Prepare individual Federal and State Income tax returns
Review current year summaries vs. prior activity
Tax Services For Corporations
KAA Data Accounting & Consulting performs a full line of traditional income tax preparation services for all LLC’s, S-Corporations, Partnership’s, C-Corporations, and Non-Profits. Our multiple Advisory services offer levels to fit your needs, starting with the basics or full-service advance strategies with detailed tax planning, and monthly financial performance reviews. Here are a few topics covered: setting short-term and long-term tax goals, operational analysis, sales tax review, payroll compliance, and many more. With the goal of minimizing future liabilities to avoid future tax surprises, making a difference in the bottom line.
Tax Preparation & Review Services
Prepare all Corporate business and individual federal and State Income tax returns
Review current year summaries vs. prior activity
Finance & Accounting Setup
Evaluate Finance and Accounting needs
Make necessary recommendation of a full finance and accounting system
Apply expertise to include new technology and cloud-based systems
Human Resource/Payroll Compliance
Introduce third-party systems available to all clients for a prearranged exclusive price list
Services
Accounting Services for Small Business
Bookkeeping Services
Budgeting
Cash Flow Management
Conversions from Manual to Automated Systems
Financial Statement Preparation
General Ledger Preparation
Human Resources Management for Small Business
Income Tax Preparation
Loan Application Preparation
Payroll Services
Tax Return Preparation
Tax Planning
Other Tax Services
Earned Income Tax Credits, Affordable Care Act Compliance, Alternative Minimum Tax, Educational Tax Credits, SBA PPP or EIDL loan applications, Enterprise Zone Tax Credits, Retirement Tax Strategies, Immigration Tax Compliance, Supporting QuickBooks POS, QuickBooks, Oracle, MAS90, Xero, Microsoft Accounting, SAGE, Timberline and many other accounting software products.
Tax Planning & Advisory Services
An added step beyond income tax preparation that you deserve. Successfully navigating the complexities of income tax and the forever changing tax laws requires more than just your annual income tax preparation consultation. Our Advisory team will help focus on strategies, set short-term and long-term goals, that will help minimize your taxes and help you achieve your financial goals. Our packages are outlined below, and we look forward to you first planning and advisory appointment.
Tax Planning (Basic Plan)
Strategies (Advance Plan)
Full-Service Advisory (Premium Plan)
Onboarding & Training
Onboarding & Training
Onboarding & Training
Onboarding & Training
Annual Tax Planning Meeting
Annual Tax Planning Meeting
Annual Tax Planning Meeting
Annual Tax Planning Meeting
QuickBooks Online Subscription
QuickBooks Online Subscription
QuickBooks Online Subscription
QuickBooks Online Subscription
Entity Review
Entity Review
Entity Review
Entity Review
Owner Payroll Allocation
Owner Payroll Allocation
Owner Payroll Allocation
Owner Payroll Allocation
Retirement Plan Review
Retirement Plan Review
Retirement Plan Review
Retirement Plan Review
Business & Owner Tax Prep
Business & Owner Tax Prep
Business & Owner Tax Prep
Business & Owner Tax Prep
Estimated Tax Vouchers
Estimated Tax Vouchers
Estimated Tax Vouchers
Estimated Tax Vouchers
Quarterly Finance Review
Quarterly Finance Review
Quarterly Finance Review
Quarterly Finance Review
Advanced Tax Strategies
Advanced Tax Strategies
Advanced Tax Strategies
Advanced Tax Strategies
Business Goal Tracking
Business Goal Tracking
Business Goal Tracking
Business Goal Tracking
Staff Accounting Training
Staff Accounting Training
Staff Accounting Training
Staff Accounting Training
Sales Tax Return Filings
Sales Tax Return Filings
Sales Tax Return Filings
Sales Tax Return Filings
HR/Employee Benefit Review
HR/Employee Benefit Review
HR/Employee Benefit Review
HR/Employee Benefit Review
Payroll Compliance Review
Payroll Compliance Review
Payroll Compliance Review
Payroll Compliance Review
Monthly Finance Review
Monthly Finance Review
Monthly Finance Review
Monthly Finance Review
Controller/CFO Services
Controller/CFO Services
Controller/CFO Services
Controller/CFO Services
Bank & Credit Reconciliations
Bank & Credit Reconciliations
Bank & Credit Reconciliations
Bank & Credit Reconciliations
Cash Management Advisory
Cash Management Advisory
Cash Management Advisory
Cash Management Advisory
Growth Advisory
Growth Advisory
Growth Advisory
Growth Advisory
Accounts Payable
Accounts Payable
Accounts Payable
Accounts Payable
HR Payroll Processing
HR Payroll Processing
HR Payroll Processing
HR Payroll Processing
Custom Reporting (Special Industry Trades)
Custom Reporting (Special Industry Trades)
Custom Reporting (Special Industry Trades)
Custom Reporting (Special Industry Trades)
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