About Us
We have been offering tax preparation and accounting services to businesses and individuals for over 60 years. Since 1955, our broad expertise and focused attention have helped clients with personalized tax planning and accounting. With Kakenmaster & Associates, you have a partner that understands the importance of maximizing financial well-being for you and your business.
2023 Tax Data Sheet Now Available
The Tax Data Sheet will help determine how various tax laws impact your personal tax situation. Start by reviewing the “Steps to Compile Your Tax Data” and complete all applicable information on page one. Then review the checklist on page two, which will help you determine what type of documentation you will need to include with the Data Sheet. Finally, complete the questionnaire portion, which includes a list of questions with most being a simple yes or no answer.
The Tax Data Sheet is fillable, so it can be (1) downloaded, saved, completed on your computer, and uploaded to our secure client portal or (2) printed and completed.
Our Services
Accounting Services for Businesses
When it comes to the health of your business, using reliable accounting best practices makes a big difference. We rely on a fundamental and disciplined approach in order to ensure growth and profitability. Our accountants create a customized accounting plan that takes into account your personal and business goals. We pride ourselves in providing you with personal attention and on-going customer service to ensure that your accounting plan grows with your business.
• Financial Statement Preparation and Analysis
• Business Consulting, Including Entity Selection
• Payroll and Vendor Check Writing
• Quarterly Payroll Reporting
• Assist With Obtaining Financing and Lender Correspondence
• Sales Tax Returns
• Year-end Services
• Point of Sale (POS) System Integration
• Bookkeeping Software Setup and Implementation, Including Quickbooks
Business Tax Services
Our accountants provide expert tax preparation and ongoing tax support for your business using a combination of cloud-based services and in-person support. We approach business taxes in a comprehensive manner and take into account all of your accounting practices to ensure optimal results for your growing business. Whether you are an uber-driver, freelancer or a corporation, our experts will take into account your individual and business goals to ensure a maximum return.
• Corporate Taxes
• Freelance Business Taxes
• Non-Profit Taxes
• Partnership Taxes
• Payroll Services
• Self-Employed Tax Support
• Sole Proprietorship Taxes
• Startup Business Taxes
• Trust Taxes
• Tax Planning Services
• Correspondence With Taxing Authorities (IRS, State, Local)
• Audit Representation
Tax Services for Individuals
With the age of online tax software in full swing, we pride ourselves in providing you with expert tax preparation using cloud-based services and personal attention. Our team of experts are up to date with all the tax laws and will ensure that we maximize the results of your return and avoid paying too much due to out of date software and unreliable online services. With Kakenmaster & Associates, you get the best of both worlds: Convenience and personal service. Our tax preparers are well versed in the following tax topics:
• Child Tax Credit Expertise
• Client Portal for Online Tax Data Exchange
• Cloud-based and One-on-one Tax Services
• Convenient Drop-off Service
• Correspondence With Taxing Authorities (IRS, State, Local)
• Employer Incentives
• Federal and State E-file Services
• Healthcare Marketplace Tax Benefits
• Investment Real Estate
• Itemized Deductions
• Joint Federal and State Tax Returns
• Multi-State Returns
• Personal Federal and State Tax Returns
• Premium Tax Credit Expertise
• Stock Options
• Stock Sales
• Tax Planning for Retirement
• Tax Extensions
Payroll Services
Your business is subject to various payroll tax laws and compliance requirements. We understand the importance of keeping up to date with your business’ growth and payroll needs.
• Cash Flow Management
• Employee Classification
• Foresee Payroll and Labor Costs
• Ongoing Support
• Payroll Fulfillment and Paying All Employee Paychecks
• Subcontractors
• Tax Law Compliance
• Workmans Comp
• Employee Benefits