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KDM Taxes and Finance
Services
PERSONAL TAX PREPARATION
Tax season doesn’t have to be stressful. I provide comprehensive personal tax preparation services for individuals, ensuring your tax return is accurate, timely, and optimized for maximum savings. Whether your situation is straightforward or includes multiple income sources like self-employment, investments, or rental properties, I handle it all. I’ll help you navigate forms like the 1040, Schedule A, and Schedule C for sole proprietors, while ensuring all eligible deductions and credits—such as the Child Tax Credit and Earned Income Tax Credit—are applied to minimize your tax liability.
BUSINESS TAX PREPARATION
Running a business comes with enough challenges—tax preparation shouldn’t be one of them. I provide expert tax preparation services for businesses - with an expertise in service based businesses - ensuring that your tax return is filed accurately and on time. Whether you operate as a sole proprietor, LLC, corporation, or partnership, I handle all necessary forms, including 1120, 1120S, and Schedule K-1, with a focus on minimizing your tax liability and ensuring compliance with both federal and state tax regulations.
I work with you to identify tax-saving opportunities, apply all eligible deductions, and plan for the future to optimize your tax position. With a deep understanding of business finances and tax law, I ensure that your business is taking full advantage of credits and deductions, whether it’s for operating expenses, employee benefits, or depreciation. Let me help you streamline the tax process so you can focus on growing your business with confidence.
FINANCIAL STATEMENT PREPARATIONS
Accurate financial statements are crucial for understanding your business's financial health and making informed decisions. I provide comprehensive financial statement preparation services, including balance sheets, income statements, and cash flow statements, designed to give you a clear, accurate snapshot of your business’s performance.
Whether you need financial statements for internal purposes, loan applications, or compliance with regulatory requirements, I ensure that your statements are prepared in accordance with generally accepted accounting principles (GAAP). With attention to detail and a focus on accuracy, I help businesses maintain transparency and make informed decisions for growth, budgeting, and financial planning.
LIFE INSURANCE
Life insurance is an essential part of securing your family’s financial future. I offer a range of life insurance options designed to provide peace of mind for you and your loved ones, whether you’re looking for term life, whole life, or universal life insurance. My goal is to help you find a policy that aligns with your financial goals, budget, and long-term planning needs.
By assessing your unique situation, I guide you through the process of selecting the right coverage to ensure your family’s financial security in the event of the unexpected. Life insurance can help cover funeral expenses, pay off debts, and provide for your family’s ongoing living expenses, giving you the assurance that your loved ones will be taken care of no matter what.
BOOKKEEPING
Accurate and timely bookkeeping is essential for maintaining the financial health of your business. I provide comprehensive bookkeeping services that track your income, expenses, and overall financial activity to ensure your records are organized and up-to-date. From daily transactions to monthly reconciliations, I help you stay on top of your finances and avoid costly mistakes.
Whether you’re a small business or growing enterprise, I ensure that your books are accurate and compliant, making it easier for you to analyze your financial position, prepare for taxes, and make informed decisions. With streamlined bookkeeping processes, you can focus on running your business, while I handle the financial details.
