Kleinhans, Lashbrook, Butler & Davis, P.L.L.C. offers a wide range of services to individual and business clients. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions, including estate and trust administration. Our expertise and experience allow us to optimize financial opportunities in accordance with existing as well as recently altered tax laws. For our business clients, we assist in choosing and administering employee benefit and profit-sharing plans, in addition to advising you on choosing the most advantageous entity type as your enterprise grows and develops. For all clients, if you are chosen by the IRS to be audited, we can provide the professional representation you need.

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Accounting Services

From start-ups to established enterprises, we can assist you with determining the best means of accurate record-keeping and reporting, including:

• General ledger and financial statement preparation
• Bookkeeping
• Accounting system setup and support
• Payroll processing
• Employee benefit and profit-sharing plans
• Litigation support

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Assurance and Advisory Services

We provide financial reporting on two levels of assurance:

• Review – some analytical procedures conducted with limited assurance.
• Compilation – based upon client information provided and used primarily for internal use.

Both of these reporting processes provide us an opportunity to discuss constructive solutions for maximizing your company’s profitability and/or efficiency. In addition, we can use our skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation.

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Financial and Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. Although we are not investment advisors, we can assistance you with estate and business succession planning, implementation and review of retirement plans, and college education funding.

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