KDP offers a full menu of accounting services to clients of all types and sizes. Whether you have a large or small business, seek guidance for your personal finances, or need help filing your tax return, we’re dedicated to assisting you in reaching both your short and long term financial goals.
Don’t get bogged down in federal, state, and local tax laws. Leave them to the professionals at KDP, where we stay up-to-date on the complex and changing laws and regulations of the tax codes. We’ll guide you through the process of complying with the requirements and explain how these laws affect your finances. We have some of the best tax professionals in the Rogue Valley, who will work diligently to prepare your federal and state tax returns; and if you find yourself on the wrong end of a tax audit, our staff can advise and represent you with the taxing authorities during this complicated process.
Skillful management and strong leadership are key to an operationally efficient business and a committed workforce. Whether your organization is in the midst of change, needs help crafting and implementing sound business controls, or needs higher level accounting insights, management, and planning, KDP’s CFO Services are designed to assist with management issues, opportunities and successful change initiatives.
Our audit team represents a valuable mix of professionals who have expertise being both auditors and industry professionals. We know what it is like to be audited and believe this separates us from our competitors. We are committed to serving private companies, family businesses, not-for-profits, local governments, and other similar entities.
Volatile political and economic changes can make the management of a tight budget while maintaining services a challenge for any administrator. At KDP, we have the technical expertise you need to help you meet governmental compliance requirements as well as the cross industry experience to help you find creative ways to meet your budget challenges.
At KDP, we work with clients to improve their overall financial reporting processes and to help them better understand their business. We know that your company is looking for the most efficient and effective high-quality audit that you can get. KDP’s audit approach is designed to foster efficiency, communication and quality during the engagement process. While this may sound simple, we believe this approach allows us to deliver peace-of-mind, value and high-quality service to our clients.
The process of valuing a business including its associated assets involves extensive data gathering from both internal and external sources. We interview business owners or officer(s), tour facilities and review historical and projected financial information. We analyze the environment within which the business operates, including economic and industry conditions and the competitive forces to determine the impact on future prospects for the company. Furthermore, we research the marketplace for industry standards and guideline companies, similar transactions and other data to provide comparisons with the subject business.
Throughout each engagement, our valuation experts work closely with the business owners, attorneys, financial advisors, and others to ensure we understand the purpose and scope of the engagement, the business value drivers and the impact of potential threats. In addition, we continually monitor statutory authorities, administrative rulings and judicial proceedings for compliance with regulatory and professional standards. We are committed to providing a credible and reliable finished work product.
KDP Wealth Management, LLC provides premium, tax-optimized Private Wealth Management services. More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing holistic wealth management strategies.
Have you ever been advised to “Check with your CPA” before investing?
Most brokers and investment advisors are precluded from providing tax advice, but at KDP Wealth Management, LLC, we are driven by a CERTIFIED FINANCIAL PLANNER™ and a team of experienced Certified Public Accountants, expressly qualified to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.
The acquisition, preservation and transfer of wealth involves practical and legal issues and challenges — from assets that are hard to value and protect to changing federal and state tax and trust and estate laws. It also involves deeply personal and unique family issues.
At KDP, we understand that trust and estate matters can be sensitive and emotionally difficult. We take a pragmatic, multidisciplinary approach to addressing complex tax issues, bringing in colleagues from practices across the firm. We commit to understanding our clients’ philosophies and goals and strive to offer effective, client-centric counsel in these deeply personal matters.
KDP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.
Medford Office:
841 O’Hare Parkway, STE 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Bend Office:
395 SW Bluff Drive, STE 200
Bend, Oregon 97702
Phone: +1 541 382 4791
Boise Office:
101 S. 27th Street, STE 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.
© 2024 “KDP” is the brand name under which KDP and KDP & Co., LLC and its subsidiary entities provide professional services. KDP and KDP & Co., LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. KDP is a licensed independent CPA firm that provides attest services to its clients, and KDP & Co., LLC and its subsidiary entities provide tax and business consulting services to their clients. KDP & Co., LLC and its subsidiary entities are not licensed CPA firms.
