Tax

Tax planning & preparation

At KDV, we view tax planning as an integral part of your strategic planning process. Today’s complex tax laws can be confusing for business owners. We understand the nuances of the latest regulations and help you take full advantage of tax savings. We view ourselves as business tax consultants, not simply tax preparers. Our experts focus on minimizing tax exposure while complying with tax rules and regulations.

Forecasts and projections

KDV provides complete financial and business forecasting services including pro forma projections. These services can be used for internal financial management purposes, support when applying for bank financing, meeting the terms of your current banking agreement or assisting in the decision making process for an upcoming course of action.

Audit protection plan

KDV tax clients have access to our Audit Protection Plan designed to help alleviate the financial burden of potential audits while ensuring that inquiries and audits are handled in a timely, thorough and competent manner.

Cost segregation services

KDV assists commercial real estate owners in maximizing their tax savings through cost segregation studies. These studies provide business owners with accurate identification of all property that qualifies for accelerated depreciation and includes supporting documentation in the event of an audit. We also provide guidance on cost-saving strategies approved by the IRS.

Research and development services

For companies conducting R&D in the U.S., KDV provides services to determine if they qualify for the IRS R&D Tax Credit and maximize the credits available. Our services include detailed assessments, amendments of prior open year tax returns, assistance with IRS or state audits and assisting with the development of internal processes for future support documentation.

Insight through integration

Our CPAs work as a team with our planning and consulting professionals, individual wealth management advisors, business valuation specialists and estate and trust planning experts on an ongoing basis to integrate your tax strategy into your overall financial and business planning. By combining these disciplines, we provide actionable advice and effective solutions.