Planning & Advisory Services

At Kostenborder Tax and Accounting, our planning and advisory services are available more than just once a year for tax preparation and filing. We provide our clients with a clear understanding of their financial situation and options, so they can anticipate and address potential financial challenges before they become problems, which can happen any time during the year.

Our goal is to build trusted partnerships with our clients, so much so that you may think of us as a part of your business operations team. We want to empower our clients to make informed financial decisions that align with their goals and help them achieve their full financial potential.

A Proactive Approach to Your Financial Future

Kostenborder Tax & Accounting offers a wide range of planning and advisory services to help individuals and businesses achieve their financial goals. Here are some ways we offer strategic guidance to our clients:

Planning & Advisory Services

Tax Planning & Strategy

For both businesses and individuals, we develop strategies to minimize tax liabilities through deductions, credits, and other tax-saving opportunities.

Budgeting & Forecasting

We help you develop realistic budgets, create accurate forecasts, and monitor performance to achieve your financial objectives.

Business Consulting

We provide strategic guidance on various business matters, including auditing services, business valuation, risk analysis, setting up and implementing accounting systems and internal controls, KPI/performance metrics, and business entity selection and formation.

IRS Audits & Representation

We provide expert representation, guiding you through the process, handling communication with the IRS, and protecting your rights to achieve the best possible resolution.

IRS Tax Liens & Levies

We work with you to navigate these complex situations, negotiating with the IRS to find solutions and protect your assets.

Together, we can create a plan to help you navigate the complexities of the financial world and reach your financial goals.

About Our Expertise

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