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Professional Services

At Kincaid & Forsthoefel, CPAs, Inc., we offer many services to better prepare our clients for a stable, worry-free financial future.

Accounting Services
As accountants, we provide our clients with accounting services, including financial statement preparation. This financial information may be used for purposes such as acquiring or maintaining financing, answering questions in regard to operation performance, and forecasting for business planning, investment planning, and buying or selling a business.

Tax Planning and Preparation
As accountants, we provide tax planning and preparation to assist clients in complicated transactions, and to ensure compliance requirements are met. We can also help clients determine the best approach for investment and retirement planning.

Consulting Services
As accountants, we perform consulting services to help clients make decisions on issues as simple as “do I lease or buy?” or as complicated as the cash flow impact when merging multiple companies. We also assist our clients with human resources issues, internal control systems, and analysis of investment decisions.

Accounting Software Support
As accountants, we play a vital role in our clients’ accounting software support, from day-to-day accounting implementation, to managed financial information. We also serve clients who do their own data processing by providing them with training and assisting them with complicated transactions. As a follow-up, we provide an ongoing review of their financial data to ensure they are meeting the goals they have set.

Homeowner's Associations
Our services to homeowner's associations include tax preparation and planning, annual report preparation, and participation in annual meeting. We also provide general business consulting, including the transitioning between the developer and the association, setting up initial budgets, funding of reserves, and other funding recommendations.

Financial Planning
As your accountant, we are your trusted advisor in financial planning. We will work with you to help devise a plan to give you direction when planning for your financial future. We care about our clients, and want to help you feel comfortable, with your financial plans, whether it be to pay for college for your children or to get an idea of what kind of income you will have at retirement. Our affiliation with the National Network of Accountants gives us access to a variety of specialists in various areas of financial planning. Together we will help you develop a plan to obtain your goals.