We use deep industry and technical experience to help individuals and businesses solve problems, navigate complexity, and build sustainable growth.
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.
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.
Our experts use their industry knowledge and specialized skills to turn complex and critical issues and transactions into opportunities for growth, sustainability, and long-term advantage.
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.
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.
The acquisition, preservation and transfer of wealth involves legal issues and challenges — from assets that are hard to value and protect to changing federal and state tax and trust and estate laws. We offer comprehensive and precise planning.
Our team of motivated, talented professionals make a difference for our clients while also reaching their personal career potential.
Get answers to your financial and accounting questions quickly and efficiently.
Operational resiliency: anticipate, prepare, respond, recover from disruptions, ensuring core services.
While inheriting an IRA can be a boon, it’s crucial to understand the rules governing it to avoid unnecessary taxes or penalties.
Optimizing the finance and accounting function can help middle market companies weather the environment of rising capital costs.
We are delighted to share that Carli J. Harvey, the esteemed Wealth Advisor and Partner at KDP Wealth Management LLC., has recently achieved the highly
We combine the experience of a large firm with the personal attention that only a local firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Monday – Friday : 8:30 AM – 5:00 PM
Saturday : Closed
Sunday : Closed
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data. https://www.cigna.com/legal/compliance/machine-readable-files