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Services & Capabilities

At Kofler & Company, we have capabilities in a multitude of areas. Utilizing our own resources, and having a highly talented network of insurance, legal, financial and actuarial professionals, we can solve almost any problem, while assuring compliance and efficiency. We encourage our clients’ internal accounting personnel to think as entrepreneurs and our business owners to understand accounting and finance. We take pride in helping our clients plan for the future, whether they are just launching a business or are well underway. In fact, many of our clients are in their second and third generation of ownership.

Financial Statements

We provide compilation, review or audited statements. Our financial statements assist our client’s management in their decision making process and provide banks and financial institutions reliable financial information for lending decisions. We advise our clients how to use the statements to manage their business more effectively and profitably.

Tax Planning and Preparation

We have strong capabilities in all areas of tax, including individual, business, not-for-profit, estates, trusts and retirement plans. We assist our clients in capitalizing on tax planning opportunities. Throughout the year, we monitor tax law revisions and discuss these changes with our clients, recommending tax-saving strategies. All of our tax planning and preparations have a strong focus on tax compliance. We also serve as advocates for our clients as needed.

Management Advisory and Consulting

We often assist clients with a broad range of services, including accounting personnel training, technology selection and use, succession planning, business sales, acquisitions, expansions and industry compliance. Our partners are key outside members of our client’s management teams, helping them to function efficiently and profitably.

Financial and Estate Planning

We understand that future planning is a necessity of life. Kofler & Company can assist with all aspects of future planning, including trusts, gifts, business succession and estate planning. As life circumstances change, we periodically review planning with clients.

Retirement Planning

We are familiar with all forms of retirement plans, whether for an individual, small or large business. We can assist with establishing new retirement plans, evaluating and maintaining existing plans, and retirement alternatives.

Accounting Services

We can provide the following general accounting services: bookkeeping, account reconciliations, financial review and analysis, month-end and year-end closing, sales tax and payroll tax services, etc.

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