Services for Business
Employee Stock Ownership Plans
Annual Business Checkup
Business Valuations
Exit Strategies / Succession Planning
Auditing/Assurance
Tax Planning & Compliance
Mergers & Acquisition Consulting
Strategic Business Planning

Services for Individuals
Personal Accounting Services
Personal Tax Planning & Compliance
Estate Planning

Personal Accounting Services

Handling our clients’ personal accounting, tax, and financial planning needs is a natural extension of handling their business needs. Just as we do for businesses, Prather Kalman, PC provides personal accounting services designed to reduce your tax liabilities and maximize your assets.

Prather Kalman, PC’s personal accounting services include:

• Asset protection planning
  
• Bookkeeping
  
• Charitable giving
  
• Estate planning
  
• Financial planning
  
• Gift tax strategy
  
• Household employee tax compliance
  
• Income tax return preparation
  
• Personal financial audit
  
• Retirement planning
  
• Tax planning and compliance
  
• Trust selection and administration
  

Protect your money wisely. Contact us today to learn how Prather Kalman, PC can operate as your personal CFO.