Tax

Taxes are certainly an obligation, but they’re also part of one’s financial strategy. Solid planning approaches maximize and protect the value of your assets by minimizing your tax burden. Our reputation for proactively bringing solutions to the table is one of the things that sets our firm apart.

Innovative and effective planning is much more than just filing each year’s return. Wise families and smart business owners know that nearly every decision they make could have tax implications.

We begin by asking the right questions to determine which tax strategies work to your advantage. To give you the most applicable and meaningful financial advice, we must get to know you, your personal circumstances, and your business.

KOS gives you the attention you deserve. We initiate dialogue throughout the year, not just at tax time. Here are several ways we help:

• Our accountant ... goes above and beyond. He is a pleasure to work with and it is refreshing to work with someone with his dedication and patience! We appreciate everything he has done for us.

  X Kepithe Perez Auto Center

  Education planning
• Employee benefit plans
• Gift planning
• Multi-state issues
• Personal taxation and savings opportunities
• Representation before the IRS
• Retirement considerations and planning
• Sales and local use tax
• Tax-deferred savings
• Trusts and estates
• Wealth accumulation strategies
• Investment taxation
• Fixed asset depreciation planning

Qualified tax planning can make a tremendous difference to your net worth. Put yourself in the capable hands of KOS.

Questions? Contact
Geoff Harlow
Jeffrey Butler