KDP LLP
CPA Medford OR
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 D.C. 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
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.