Kennedy and Coe, LLC excels in forming client relationships and becoming your partner in business. This is the essence of our professional services group, which can provide a company with tax consulting and planning, tax return preparation, estate planning and reviews, strategic planning, accounting, audit and assurance services.

The professional services staff begins each relationship by sitting down with owners and key players inside your business to discuss company goals, needs and wants and structure. This one-on-one interaction means we will better understand your business goals and help you move forward.

Current professional services clients include construction and utility companies, oil and gas, car dealerships, law firms, architects, doctors in private practice, dentists, pharmacies, retailers and investment companies and a variety of others. By establishing a strong client relationship, we are able to provide significant savings in tax planning and help you make future decisions to ensure your business is running as smoothly as possible.

• Tax Consulting and Planning - After reviewing your records, we brainstorm with a team of staff experts on ways to help your business achieve its goals. Kennedy and Coe works to prevent problems before they occur and offers the best financial picture for your future.
• Tax Returns for Business and Owners - When we prepare a return we are always looking for ways to save clients money. This is the foundation of why we focus on understanding your business and ultimately are able to find available tax credits, defer income and take deductions when needed.
• Estate Planning and Reviews - Without proper planning, passing on an estate can be expensive and emotionally draining. Our experts can help you to develop a plan that truly meets your family goals. If you already have an estate plan in place, we can help keep it current based on ever-changing estate tax laws and personal goals.
• Strategic Planning - Kennedy and Coe wants to become part of your team. During our strategic process our experts will sit down with you to understand your business and follow up with superior strategies that focus on your well-being and success. Some of the services we provide are succession planning, forecasting, profitability studies, entity structure and several others.
• Accounting, Audit and Assurance Services - Kennedy and Coe works with companies that may be required or desire to have an independent and objective accounting firm and provide them quality services. We perform services to ensure that clients’ financial statements meet the regulatory and business requirements under which they function.

Client relationships are critical to our business. Once we develop a professional service partnership, we pull staff expertise from every industry group within our firm to give you the best advice on planning for the future.

For more information, call 800–303–3241, or e-mail us at dlarson@kcoe.com.

News & Articles   
Explore some of the helpful articles available on our Press page. Simply click one of the categories below to view content.