K&R is a multi-faceted professional services firm with its roots in progressive tax-related services. Our desire is to assist business owners from idea to fruition and every critical step in between.
Strategic tax compliance & consulting services
With our rich history in proactive tax solutions, we can assist you through the entire tax preparation and planning process. File your returns with confidence knowing you have taken advantage of all potential tax opportunities. While tax law is ever changing, one constant over the years is that our clients can expect more when it comes to tax services.
Don’t take our word for it, see what some of our clients have to say!
Accounting and Advisory Services
Business owners face a plethora of choices every day, especially as their business grows. Accurate financial statements are the bedrock of sound decision-making. At K&R, we offer a range of services to meet the needs of business owners across sizes and industries.
Whether you need help developing an accounting system or measuring your growth with key performance indicators, we are excited for the opportunity to discuss how we can help you meet your goals.
Business Entity Structure & Compliance
All great things begin with an idea. However, taking that idea to the next step requires insight and unique legal, tax and business knowledge. Expect more insight when it comes to entity formation, annual report filings and operating agreements. Building the right foundation sets the stage for greater opportunities, cash flow and growth. Contact our legal liaison first before starting your idea for sound and progressive insights.
Estate Planning
You’ve worked hard and you want to keep it in the family. K&R can assist you for proper estate and succession planning for your business and personal wealth. Need an exit strategy or not sure what could happen to your assets? Our legal liaison can provide you the answer to those and other question(s) you may have and provide you with a sound roadmap for asset protection and succession. Living trusts, wills and charitable trusts may provide the answer to some of your important concerns.
Wealth Management
You’re successful, your business is growing, so now what? Take the next step in planning your future. Be it setting up a retirement plan, obtaining necessary insurance, tax saving solutions such as like kind exchanges or Delaware Statutory Trusts, our financial planners can align your retirement goals with your cash needs to ensure you are ready for retirement. There are many options available but are they all right for you? Expect more planning options and more results when you engage K&R into the plan.
