Our Services and Capabilities

At KLR, we have capabilities in a multitude of areas. Utilizing our own resources, plus a highly talented network of insurance, legal, financial and actuarial professionals, we can solve almost any problem, while assuring compliance and efficiency.

Financial Statements – We can provide compilation, review or audited statements. Even more important than the preparation of these statements is the assistance we give clients in using the statements to manage their business more effectively and profitably. Banks and financial institutions rely on financial statements reported on by our firm for making lending decisions and providing our clients with various financing packages.

Tax Planning and Preparation – We have strong capabilities in all areas of taxes. 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. We also serve as advocates for our clients as needed.

Consulting – Our partners are key outside members of our client’s management teams, helping them to function efficiently and profitably. 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 well underway. In fact, many of our clients are in their second and third generation of ownership.

Services available include:

  • Financial statement reporting
    • Compilation
    • Review
    • Audit
  • Tax planning and preparation
    • Individual
    • Businesses
    • Not-for-profit
    • Estates and trusts
    • Retirement Plans
  • Management advisory and consulting
    • Business sales, acquisitions and expansion
    • Technology selection and use
    • Accounting personnel training
  • Financial and estate planning
  • Retirement plans
  • Investment review