Services Overview
Kosmatka Donnelly & Co. LLP (KD&Co) offers a full menu of accounting services to Southern Oregon clients of all types and sizes. Whether you have a large or small business, seek guidance for your personal finances, or need help filing your tax return, we’re dedicated to assisting you in reaching both your short and long term financial goals.
Our firm services encompass the following general categories; Tax, Financial Reporting, Consulting and KDCO Financial services. These services breakdown into subcategories—allowing us to draw upon the experience and expertise of our in-house professionals in order to provide you with a complete service package.
Tax Services
Tax Compliance
Don’t get bogged down in federal, state, and local tax laws. Leave them to the professionals at KD&Co, where we stay up-to-date on the complex and changing laws and regulations of the tax codes. We’ll guide you through the process of complying with the requirements and explain how these laws affect your finances. We have some of the best tax professionals in the Rogue Valley, who will work diligently to prepare your federal and state tax returns; and if you find yourself on the wrong end of a tax audit, our staff can advise and represent you with the taxing authorities during this complicated process.
Tax Planning
In addition to tax reporting, our tax experts will assist and work with you in preparing a comprehensive tax plan designed to minimize your tax liability. By remaining in close contact with taxing authorities in Washington and Salem, we can keep track of tax law changes and analyze their impact on your finances. We provide timely analysis and advice on the most prudent tax strategies for you.
Financial Reporting Services
If you live or work in Southern Oregon or Northern California, look no further than KD&Co. for your accounting needs. Our approach to Reviews and Compilations is consistent and efficient; based on industry requirements and the accounting professional standards. You’ll find top-notch accounting professionals who can assist you with developing new business strategies, forecasts and projections, employee compensation packages and incentive programs, as well as helping you with personnel recruitment. We can also provide a wide range of other services designed to make your business more efficient and profitable—including on-site operational reviews of informational systems, and internal controls.
Reviewed Financial Statements
The staff at KDCO plan the implementation and completion of your reviewed financial statements whether it is for your own peace of mind or is a requirement of your bank. We can point out the most meaningful ratios and relationships of the financial and operating data comprising your financial statements. It is often our management letters that we issue to our clients that are considered the most valuable tool of our reviews. We will tell you the areas in which we feel you could make improvements in and the methods to accomplish them.
Compiled Financial Statements
We can prepare compiled financial statements for your business from your documented accounts or assist you in reconciling your accounts at the end of the periods that you would like to measure your results. Our procedures follow the professional standards and will reassure you that your operating statements are based on the results indicated in your reconciled accounts.
We can also record the transactions that comprise your compiled financial statements for your business on the periodic basis that you desire. Our reconciled workpapers can serve as a guide for your staff to eventually prepare your own operating statements or make our compilation engagement with you more efficient. Our accountants often perform accounting duties, such as reconciling your bank accounts, preparing your payroll and payroll tax reports, maintaining your depreciation schedules or paying your bills. The procedures result in compiled financial statements
Consulting Services
Management Consulting
The partners and staff of KDCO provide management consulting services for our clients on an on-going basis. Whether it is to act as a sounding board on their ideas to a formal projection of profits on a particular project, our clients respect our advice on a wide range of subjects, such as financial statements, strategic planning, computerization or other operation tactics. Discuss your most pressing issues with one of the partners of the firm.
Fraud
Studies estimate that fraud costs business close to 7% of gross revenues each year and that number is on the rise. Fraud often goes undetected and by the time it is uncovered, it has typically been going on for years. At KD&Co we know that preventing and/or detecting acts of fraud quickly can make a significant difference in the long-term financial success of your business. We can provide you with internal control reviews, internal control system monitoring, cash flow and cash reconciliation reviews, asset verification, development of a fraud prevention policy, fraud detection and prevention training, fraud risk assessments, and fraud examinations. While you may not think fraud is something to worry about in your company, it’s better to be safe than sorry. Call us today to get started.
Business Valuation and Litigation Support Services
KD&Co offers a full spectrum of specialized business valuation and expert witness services. Whether you need a business valued for acquisition, sale, or for litigation purposes, our experienced business valuation teams, led by a Certified Valuation Analyst, (CVA) our firm can determine a fair value for your business.
If you need expert witness testimony, our specialists are highly respected by the courts, attorneys, and other business valuation experts alike. In special circumstances like these, trust our experienced and credible professionals to articulate the results of their work with clarity and certainty.Computer Consulting Services
At KD&Co, we know that small businesses may not always know how to select the best accounting software to fit their needs. Don’t worry—we can help with your software and networking needs. Our computer consultants have years of experience installing and maintaining business accounting software in Novell, Windows, and peer-to-peer networking environments. And whether you are using QuickBooks, Forefront, Quicken, or some other common computerized accounting system, we have the knowledge and experience to help you to train your personnel. We’ll have you up and running in no time.
Wealth Management Services
KDCO Financial Services provides premium, tax-optimized Private Wealth Management services. More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing superior, holistic wealth management strategies. Click here to learn more.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in states of AZ, AL, AR, CA, ID, KS, MI, NV,OR, SD, and WA. This is not an offer to sell securities in any other jurisdiction.
