Specialized Tax + Accounting Service
for Businesses
We understand your time is limited running a business. With our Monthly Service, we become your accounting partner and tax advisor. Monthly financial statement preparation and expert analysis handled professionally and reliably, so you can focus on growing your business.
EVERYTHING WE DO
Custom Tax Suite: HOAs, Individuals + Families
Our Specialties
Optimize and grow your financial strategy with a custom tax package. Choose from our offerings below to build a personalized solution that suits your unique needs. We are here to help you maximize tax benefits and execute a plan that aligns perfectly with your larger financial goals.
- Individual Tax Strategy & Planning
- Tax Strategy & Planning for Families
- Personal Federal & State Income Tax Preparation
- Retirement Planning
- Estate Planning
- HOA Tax Preparation
- HOA Advisory & Compliance
HOW WE WORK
Crafting a custom approach to our services that best serves your tax needs.
Projects
With a strategic plan in place, PKW assists with tasks like tax return preparation, retirement planning, and more. See the full list below.
Consultations
Enhance your personal tax planning strategies with expert advice and insights to get you started on your goals.
Monthly Services
For businesses, we provide comprehensive monthly services—accounting solutions for seamless bookkeeping, payroll, financial statement preparation, and more.
All Services
Financial Statement Preparation
Accurate financial statements are bedrock for informed decision-making in your business.
Quarterly Federal + State Income Tax Deposits
For the more intricate elements of tax requirements, we help execute on details to maintain compliance for your business.
Business Tax Preparation (Form 1065, 1120, 1120-S)
We excel in business tax return preparation for early-stage companies and industry leaders.
Bookkeeping Services
Clear, organized numbers are crucial for accurately tracking your progress. Starts with meticulous bookkeeping.
Payroll Services
Payroll can be easy when working with a partner like PKW. Accurate record-keeping and timely payments.
Financial Strategy + Planning for Business
We’re financial professionals eager to help frame the bigger picture for your business.
New Business Formation
Starting a new business for the first time? A second business? Professional guidance and resources to help you start.
Business Advisory Services
Establishing best practices and building systems for each stage of your business is an overwhelming, evolving challenge. We can help.
Personal Federal + State Income Tax Preparation
As a CPA-led firm, we make sure to get it right, putting you at ease.
Individual Tax Strategy + Planning
We empower you to take action in accomplishing your financial goals.
Tax Strategy + Planning for Families
Finding the balance, we bring all aspects of life together to optimize your tax strategy and plan for a sustainable future.
Retirement Planning
Shape your future in retirement, carrying out a strategic tax plan built alongside an expert team.
Estate Planning
Build an estate plan that aligns with your financial vision for your wealth, ensuring a smooth transition and minimized tax implications.
HOA Tax Advisory
Planning for error-free compliance with focus on long-term sustainability.
HOA Tax Preparation and Filing (Form 1120-H)
Maintain clear financial records for audits and filings. We guide HOA boards through compliance, deadlines, and IRS filings.