Our Advisory & Consulting Services Include

AUDITING AND ACCOUNTING

Our role in the financial reporting process is an opportunity to provide constructive solutions for maximizing client’s profitability and efficiency. We provide audit services for financial audits, government audits, and single audits for a variety of non-profit and profit companies.
Reporting is provided at three levels of assurance:

Audit – an intensive examination with positive assurance
Review – some analytical procedures conducted with negative assurance
Compilation – based upon client information provided and used primarily for internal use

In order to conduct an audit, we examine client’s financial statements in accordance with generally accepted auditing standards. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles. We develop our audit plan after a thorough understanding of clients business operations, processes and risks. Our audit approach is customized with the goal of applying our audit testing to the areas of highest risk.
Financial information plays a critical role in everyday business decisions. Timely availability of reliable financial information is not only important for large corporations but is equally crucial for small businesses operators and individuals.

We can help you in preparing and providing financial information in a timely and accurate manner. Our services can be customized to provide you with Monthly, Quarterly and Yearly financial statements. Meaningful, well-organized financial records ensure that your business operations will run more efficiently & smoothly on a daily basis.

Kaul Group CPA offers a full range of cost effective auditing and accounting services including the following:

Financial Statements Preparation
Bookkeeping and Accounting
Budgeting and Financial Projection
Audit & Assurance Reports

Compilation and Review Reports
Agreed Upon Procedures
Due Diligence Services
Peer and Quality Reviews

Accounting System Setup and Support
Payroll Processing
Employee Benefit and Profits Sharing Planning
Review of Internal Controls System

TAXATION

To navigate through today’s complex tax environment, it takes the experience and expertise of top-notch tax professionals, who can help you, not only in complying with increasingly complex regulations, but also provides crucial advice to minimize their impact on your business. At Kaul Group CPA, our seasoned professionals first understand what your needs are and provide solutions to achieve maximum tax benefits. We not only prepare tax returns but also work with you ROUND THE YEAR and look for every opportunity to save your hard earned DOLLARS.

As state and local tax consultants, we stay up-to-date with the tax laws of many states in a way that most in-house accounting personnel haven’t adequate time to do.

Our firm specializes in providing services of Offer in Compromise and IRS audit representation. Our team has extensive experience in handling complex tax issues while presenting cases with various tax authorities.
We offer a full range of cost effective taxation services including the following:

Corporate Taxation
Partnership Taxation
Personal Taxation
Sales Tax & Sales Tax Audit
Payroll Taxation

Tax Planning
IRS Problem Resolution
Tax Opinion
Non-resident alien taxation
International & Global tax advisory

CONSULTING & BUSINESS SERVICES

To simplify the business formation and incorporation process for new and developing businesses, we provide diversified business consulting services.

Business valuation and fairness opinion
Strategic planning
Due diligence and Business Intelligence
Preparation of business plan and Feasibility studies
Business incorporation and new business advisor services
Business loan assistance

ESTATE AND RETIREMENT PLANNING

Retirement Planning
In order for you to cope with the risks of future uncertainties, it is critical to have a planned approach to save money for your retirement. We can help you to develop a retirement plan unique to your own circumstances. You can choose out of several available retirement planning programs and can save money for your future while preserving your present spending power.

Estate Planning
Estate planning decisions are tough. We recognize each family is unique with their own set of circumstances and needs. Because we are sensitive to your concerns, we will help you establish a strategy to protect your assets, minimize estate taxes and ensure your wishes are followed. Our goal is to take the mystery out of estate planning and provide you with a unique solution to meet your needs. Estate planning is a lifelong process in which you evaluate your situation and plan for the future.

It includes planning for your retirement, for the possibility of disability and for death. Because the estate planning process requires that you consider a wide range of legal, financial and emotional issues, the advice of an estate planning specialist is critical.

Estate planning can be a positive experience, since it involves reviewing your situation and planning for your future. Although most people also find it unpleasant to think about the possibility of disability or death, advance planning is also a way to show your love and to reduce potential distress later.

TAX AUDITS

IRS & AUDIT DEFENSE CPA’S
Are you facing an IRS investigation as an individual or a business? Are you in a tax audit that you fear is turning into a criminal matter? When it comes to the IRS looking into your financial affairs, it is never too early to engage the services of an experienced CPA. An IRS investigation is a serious matter that could have life-changing consequences.

At Kaul Group CPA, we are intimately conversant with IRS tax audits, investigations, tactics, and procedures. We understand the workings of this powerful government agency in its quest to prosecute and penalize taxpayers. Our CPA’s have handled all types of aggressive IRS investigations for clients. We know how intimidating and frightening they can be which is why we recommend that you never try to handle such a matter without our experienced representation.

IRS Tax Investigation into Individuals:
Any type of simple mistake can trigger an IRS investigation into your financial life. A small oversight on your part or accountant malpractice can result in an IRS letter informing you that you are under attack. Whatever might trigger an audit, such as unreported or under-reported income, questionable deductions, or other false statements can lead into an exhaustive search and discovery by a special IRS agent whose intent is to lead you into prosecution.

As the most powerful collection agency in the country, the IRS has enormous resources as well as an agenda to publicly punish those whom it believes to be tax criminals. It may investigate a taxpayer for years in a relentless pursuit. Without the help of an attorney who knows how to protect you throughout the investigation and who can fight back on your behalf, you may be facing a stressful and frightening future.

If you are convicted, penalties can include heavy fines and jail time, which can spell financial and social ruin.

IRS & Audit Defense for Businesses:
As a business owner, you are responsible for handling a wide variety of important matters, including the financial aspects of your business. These financial matters can sometimes go overlooked, and honest mistakes can be made quite easily. If your business is being audited by the IRS, it is imperative that you retain strong representation as soon as possible. Otherwise, an investigation into your unprotected business could have devastating consequences.

An investigation can involve:

A freeze on your bank accounts
A raid on your home or business
A seizure of property or business assets

You and your family, friends, or associates being brought before a Grand Jury
Exhaustive research including questioning family, friends, business associates, and more.

Our firm provides effective and relentless audit defense for businesses throughout the United States. We can ensure that your rights and best interests are fully protected throughout every stage of the legal process. Regardless of how dire your situation may be, you can trust us to provide you with well-informed counsel and personalized audit defense.

EXPERIENCED & AGGRESSIVE IRS DEFENSE REPRESENTATION
At Kaul Group CPA, our primary focus is to provide an aggressive defense to IRS allegations. With our proven track record of results, you can be confident that your case will be defended. We take our job as seriously as IRS agents do: with a passion to fight and seek the best for our clients. You should never have to face the IRS alone without the guidance and support of a trusted tax attorney. We invite you to take advantage of our commitment to excellence and to the preservation of your stability and future.

Services