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Client Services

Kaplan, Plavin & Steinhardt, LLP (KPS) offers a wide range of services. The following is a partial list of services that we offer to our clients.

Accounting Services

KPS provides various accounting services based on your company’s specific needs. Our objective is to provide meaningful, well-organized financial data so you can focus on growing your business.

  • Audits of financial statements
  • Reviews and compilations of financial statements
  • Preparation of budgets, forecasts and business plans
  • Accounting and business process outsourcing
  • Preparation and analysis of financial statements
  • QuickBooks consultation, including setup and training


Tax Planning and Compliance

KPS takes a long-term view of the tax-planning process, going beyond tax compliance, in order to make better financial decisions. Tax planning is a process, not an isolated event. We provide integrated tax planning for businesses and individuals. Our tax planning and preparation services include:

  • Individuals
  • Expatriates and Foreign Nationals
  • Limited Liability Companies
  • Corporations
  • Family Limited Partnerships
  • Estates
  • Trusts
  • Gifts
  • Charitable Organizations
  • Private Family Foundations

Management Advisory Services

In addition to accounting and tax services, we provide extensive business advice services in these areas:

  • Management Consulting
  • Business Plans, Forecasting and Projections
  • Acquisitions, Mergers and Buyouts
  • Due Diligence
  • Pension Planning

Family Businesses

KPS recognizes the unique attributes of family-owned businesses. We advise our clients on the following topics:

  • Succession Planning
  • Business Organization
  • Transfer of Ownership