Our Services

 

At Kevin Jester, CPA, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

 

Tax Services

 

Federal, State and International Business Tax Services

Tax Return Compliance

Preparation of federal, state and tax returns is the core of our tax services.

Audit & Appeal Representation

We possess the expertise and experience to represent taxpayers before tax authorities.  We understand the dispute resolution and appeals process and work diligently to obtain you the most favorable results.

State and Local Tax Specific Services

Sales and Use Tax Determination

We can assist you to understand the sales and use tax consequences of specific transactions and ensure you meet any filing requirement.

Tax Planning Services

Federal Income Tax Planning

We aid businesses with all aspects of federal income tax planning.  This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows. 

State and Local Tax Planning

We understand the structural and transactional underpinnings of state and local regulations in ways that allow us to create solutions that mitigate tax liabilities. We provide state and local tax planning in the following areas:

  • Income tax
  • Franchise tax
  • Sales and use tax
  • Property tax
  • Other miscellaneous taxes

Business Succession Tax Planning

You spent your life building your business and now you want to pass it on to the next generation or sell the value you built.  We advise businesses on the proper succession planning to preserve your family and business legacy while also looking out for potential tax consequences that may result.

Other Tax Services

Tax Updates

We keep our clients up-to-date on the latest federal, state and international tax issues through webinars, newsletters, website postings and face-face to meetings.   By staying ahead of tax issues, we can communicate how they will impact your operations quickly and address them in a timely manner. 

Individual Tax Services

When it comes to individual taxes, change provides opportunity.  We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities.  You can depend on us for objective guidance and personal attention.  We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.

Estate and Trust Tax Services

If you have not considered what will happen to your hard earned assets as you age and eventually pass on, you should.  Without an estate plan, the wealth you worked your entire life to build will be distributed according to state law and not according to your wishes. Estate planning is crucial if you want to minimize taxes and distribute as much as possible to your preferred beneficiaries.

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Consulting Services

At Kevin Jester, CPA, our business is to know and understand your financial situation.  We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted advisor to your financial situation.

We offer the following consulting services:

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