Services
Simply put, Dale Kennedy helps clients maintain financial viability in the present while taking proactive measures to achieve future goals. Dale is dedicated to meeting these goals with high standards of excellence and professionalism.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, Dale Kennedy can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.
As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business growth.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. Dale Kennedy will explain each option to you and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone, and Dale Kennedy can handle all your estate and trust tax-related matters. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Dale will work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. Dale Kennedy will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. As an Enrolled Agent to practice before the Internal Revenue Service, Dale Kennedy brings years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities if you or your business face an IRS audit.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. Dale Kennedy offers Notary Public services that are available when you need us.
Payroll Services
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations.
Dale Kennedy will alert you to material changes that will affect your business and your employees while also keeping your payroll running smoothly no matter how large your business and your employee population grows.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. Dale Kennedy can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Working with Dale Kennedy, we help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.
Not all tax planning opportunities are readily apparent. With Dale Kennedy on your team, you are more likely to benefit from those opportunities as we well understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.