Overview

CORE SERVICES

OUR SERVICE LINES

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.

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

AUDITS & ASSURANCE SERVICES

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.

Governmental & Not-for-profit Audit & Assurance

Volatile political and economic changes can make the management of a tight budget while maintaining services a challenge for any administrator. At KDP, we have the technical expertise you need to help you meet governmental compliance requirements as well as the cross industry experience to help you find creative ways to meet your budget challenges.

For Profit Audit & Assurance

At KDP, 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.

Business Valuation Services

The process of valuing a business including its associated assets involves extensive data gathering from both internal and external sources. We interview business owners or officer(s), tour facilities and review historical and projected financial information. We analyze the environment within which the business operates, including economic and industry conditions and the competitive forces to determine the impact on future prospects for the company. Furthermore, we research the marketplace for industry standards and guideline companies, similar transactions and other data to provide comparisons with the subject business.

Throughout each engagement, our valuation experts work closely with the business owners, attorneys, financial advisors, and others to ensure we understand the purpose and scope of the engagement, the business value drivers and the impact of potential threats. In addition, we continually monitor statutory authorities, administrative rulings and judicial proceedings for compliance with regulatory and professional standards. We are committed to providing a credible and reliable finished work product.

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.

TRUSTS & ESTATES

The acquisition, preservation and transfer of wealth involves practical and legal issues and challenges — from assets that are hard to value and protect to changing federal and state tax and trust and estate laws. It also involves deeply personal and unique family issues.

At KDP, we understand that trust and estate matters can be sensitive and emotionally difficult. We take a pragmatic, multidisciplinary approach to addressing complex tax issues, bringing in colleagues from practices across the firm. We commit to understanding our clients’ philosophies and goals and strive to offer effective, client-centric counsel in these deeply personal matters.