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Services Overview

KDP Certified Public Accountants, LLP offers a full menu  of accounting services to 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.

TAX SERVICES


Tax Compliance

Don’t  get bogged down in federal, state, and local tax laws.  Leave them to the professionals at KDP,  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.



AUDITS & ASSURANCE SERVICES


At KDP, we see our audit and assurance services as more than numbers and compliance. We work with clients to improve their overall financial reporting processes and to help them better understand their business.  We know that your company is looking for the most efficient and effective high-quality audit that you can get.  KDP’s audit approach is designed to foster efficiency, communication and quality during the engagement process. While this may sound simple, we believe this approach allows us to deliver peace-of-mind, value and high-quality service to our clients. Our audit team represents a valuable mix of professionals who have expertise being both auditors and industry professionals. We know what it is like to be audited and believe this separates us from our competitors. We are committed to serving private companies, family businesses, not-for-profits, local governments, and other similar entities. We invite you to learn more.

Please view our most recent Peer Review Report here.

FINANCIAL REPORTING SERVICES


Look no further than KDP 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.


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.


CFO & MANAGEMENT ADVISORY SERVICES

Management Consulting

Skillful management and strong leadership are key to an operationally efficient business and a committed workforce. Whether your organization is in the midst of change, needs help crafting and implementing sound business controls, or needs higher level accounting insights, management, and planning, KDP’s CFO Services are designed to assist with management issues, opportunities and successful change initiatives.

Some Areas of Our Expertise:

  • Assistance in identifying and prioritizing areas for improvement
  • Creation of custom-made strategic plans including related financial projections and forecasts
  • Development of budgets and cash flow forecasts
  • Establishing accounting policies and procedures manuals
  • Periodic monitoring of controls and policies
  • Implementation or improvement of timely financial reporting 
  • Ongoing monitoring and review of monthly financial reporting
  • Assistance in obtaining financing to support growth, expansions, and acquisitions
Download CFO Brochure
WEALTH MANAGEMENT SERVICES

KDP Wealth Management, LLC 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 holistic wealth management strategies.

Have you ever been advised to “Check with your CPA” before investing?
Most brokers and investment advisors are precluded from providing tax advice, but at KDP Wealth Management, LLC, we are driven by a CERTIFIED FINANCIAL PLANNER™ and a team of experienced Certified Public Accountants, expressly qualified to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.

COMMUNITY

Our annual firm retreat at the Running Y Ranch in Klamath Falls was a great success.

CHARITY

Our annual firm retreat at the Running Y Ranch in Klamath Falls was a great success.

EMPLOYEMENT

KDP Certified Public Accounts, LLP is the largest, local full-service CPA firm based in Southern Oregon.