Accounting and tax service FAQs

Bookkeeping, payroll coordination, QuickBooks support, tax preparation, planning, business-formation assistance and routine notice response within the agreed scope.

Boca Raton and Fort Lauderdale, Florida. Remote engagements are available nationwide. Call to arrange a meeting.

No. Financial-statement assurance work is outside the practice. Audit, appeals and collections representation are referred to an appropriately qualified professional.

The scope and fee are confirmed in writing before work starts. Published prices: monthly bookkeeping from $325 per month, or quarterly bookkeeping at $525 per quarter plus $750 for year-end tax filing; a single-shareholder Form 1120-S plus the owner’s Form 1040 for $950; and late S-election relief from $1,500. Final fees depend on transaction volume, return complexity and the services required.

Yes, for a single shareholder. The published $950 package includes the Form 1120-S and the owner’s Form 1040. Additional shareholders, additional states and other work are confirmed in the written quote.

Yes. Responsibilities can be divided so your existing provider handles daily work and KDM handles the agreed review, reconciliation or tax service.

Have your last return, current financial statements and a short description of the problem available. Send sensitive documents only through the approved secure process.

KDM reviews routine correspondence for returns it prepared, subject to scope. Share the complete notice promptly. Audit defense, appeals and collections require a qualified representative.

Not necessarily. Compare reasonable compensation, profit, payroll and preparation costs, state taxes and eligibility. There is no universal profit threshold.

No. Late relief depends on the entity’s intent, reasonable cause, filing history and applicable deadlines. An eligibility review comes first.