OUR SERVICES
Comprehensive Financial Solutions. Personalized Guidance.
At Kauffman & Davis, we provide more than accounting services—we provide the insight, expertise, and personal attention you need to make confident financial decisions. From day-to-day accounting and payroll to tax planning and business advisory services, we tailor our solutions to meet your unique needs.
With decades of experience serving individuals, businesses, families, trusts, estates, and nonprofit organizations, our team works alongside you to simplify complex financial matters and help you achieve your goals.
ACCOUNTING AND FINANCIAL REPORTING
Accurate financial information is the foundation of every successful organization. We provide reliable accounting and financial reporting services designed to give you a clear understanding of your financial position and performance.
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Bookkeeping & General Ledger Services
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Financial Statement Preparation
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Accounts Payable & Receivable
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Account Reconciliations
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Cash Flow Reporting
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Management Reporting
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Financial Analysis
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Accounting System Support
Whether you need ongoing accounting support or assistance with a specific financial project, we help keep your records accurate, organized, and useful.
TAX SERVICES AND PLANNING
Effective tax planning goes beyond preparing a return. We take a proactive approach to help you understand your tax obligations, identify opportunities, and make informed decisions throughout the year.
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Individual Tax Preparation
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Business Tax Returns
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Trust & Estate Tax Returns
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Tax Planning & Strategy
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Federal, State & Local Tax Compliance
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Multi-State Tax Matters
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IRS & State Tax Representation
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Tax Research & Consulting
Our goal is not simply to prepare your tax return—it is to help you make tax-efficient decisions year-round.
BUSINESS ADVISORY & CONSULTING
Running a business requires more than accurate books. We work with business owners and management teams to provide the financial information and practical guidance needed to make better decisions.
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Business Planning & Financial Forecasting
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Cash Flow Analysis
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Budgeting & Forecasting
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Business Performance Analysis
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Internal Controls
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Process & Workflow Improvement
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Business Structure & Tax Considerations
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Financial Decision Support
We serve as a trusted financial resource, helping you understand the numbers behind your business and plan for what comes next.
PAYROLL SERVICES
Managing payroll can be time-consuming and complex. Our payroll services help businesses maintain accurate payroll records and stay current with payroll tax and reporting requirements.
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Payroll Processing
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Payroll Tax Compliance
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Federal & State Payroll Reporting
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Payroll Recordkeeping
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Year-End Payroll Reporting
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Employee & Employer Tax Support
We handle the details so you can focus on running your business.
TRUST & ESTATE SERVICES
Trusts and estates often involve complex accounting, tax, and reporting requirements. Our team provides specialized services designed to help trustees, executors, beneficiaries, and families navigate these responsibilities.
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Fiduciary Tax Returns
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Trust & Estate Accounting
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Estate Tax Planning
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Distribution & Tax Analysis
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Beneficiary Reporting
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Estate & Trust Administration Support
We work closely with attorneys, financial advisors, trustees, and families to help ensure these matters are handled accurately and efficiently.
NONPROFIT ACCOUNTING
Nonprofit organizations have unique accounting, reporting, and compliance requirements. We provide financial services that help nonprofit leaders maintain strong financial controls while focusing on their organization's mission.
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Financial Statement Preparation
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Bookkeeping & Accounting
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Budgeting & Forecasting
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Internal Controls
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Compliance Support
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Management Reporting
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Financial Analysis
OUTSOURCED ACCOUNTING & CFO SUPPORT
For businesses that need more financial expertise but do not require a full-time accounting department, our team can provide ongoing outsourced accounting and financial support.
From maintaining your books to preparing financial reports and analyzing business performance, we provide the resources and expertise you need—without the cost of building an entire internal team.
Your Needs. Our Expertise.
Every client is different. That's why we don't believe in one-size-fits-all solutions.
Whether you need help managing your business's accounting, planning for taxes, administering a trust, or making an important financial decision, Kauffman & Davis provides the experience and personalized attention to help you move forward with confidence.
Let's build a solution around your needs.