~ Income and Estate Planning~
~Financial Management Consulting~
~Business Valuation~
~Auditing and Attestation Service~
~Federal and State Tax Preparation~
~Litigation Support~
~ Trust and Estate Matters~
~Not-for-Profit Services~
~Accounting and Compilation Services~
~Transactional Business and Tax Consulting~
Income and Estate Planning
The secret to success is careful, intelligent, proactive planning. Kresge, Platt & Abare can help ensure success and peace of mind with skillfully prepared plans for your future and that of your heirs, as well as expert execution of the associated documentation.
Financial management Consulting
Kresge, Platt & Abare is proud to provide financial management consulting services to its customers, ranging from the planning of individual retirement to the most complex strategic business planning. We apply our experiences and years of working with individuals and businesses to add value to our customer's wealth building tax activities.
Business Valuation
It takes years of experience working with businesses to gain an appreciation for how each individual business generates its value. This combined with certification from the National Association of Certified Valuation Analysts, makes Kresge, Platt & Abare an excellent source for having your business appraised. Business valuations are useful in estate planning, business continuation strategies, divorces, partnership and business dissolutions, and many other situations.
Auditing and Attestation Service
In today’s rapidly shifting environment auditing is often critical to business integrity and success. Kresge, Platt & Abare combine strength in accepted standard auditing practices with a clear understanding of your business to provide management and report recipients with a firm understanding of the businesses' financial health.
Federal and State Tax Preparation
Amounts received as a scholarship and or fellowship by an individual who is a candidate for a degree at a qualified educational organization is not included in gross income so long as the proceeds are used for tuition, books and other course required expenses.
Litigation Support
Litigation typically comes down to one issue- money. It's important that you have a strong team working towards maximizing the economic benefits, or minimizing the economic losses, in your lawsuits. Kresge, Platt & Abare has a depth of experience in litigation support related to marital dissolutions, shareholder disputes, trust/estate/probate disputes, curatorship/ guardianship issues and economic loss recovery suits.
Trust and Estate Matters
Whereas there are many CPA's and firms that prepare business and personal tax returns, there are many fewer who understand trusts and estates. Kresge, Platt & Abare made a conscious effort to make this a focus for the organization. We have vast experience in charitable remainder trusts, family limited partnerships, estate planning for maximizing wealth, probate proceedings, curatorship and guardianship proceedings, advanced gifting techniques and tax consulting. We look forward to seeing you through the complications of trust and estate taxation.
Not-for-Profit Services
A wide range of services related to public and private not-for-profit organizations are provided by Kresge, Platt & Abare. Including setting up these organizations and applying to the Internal Revenue Services for the determination of an organization's not-for-profit status. We also provide the services associated with maintaining the compliance requirements for these specialized entities.
Accounting and Compilation Services
The Kresge, Platt & Abare team has a diverse background and a wide range of experience and qualifications to offer its customers. Our staff of trained accountants help customers better understand their companies' financial position everyday by compiling and preparing financial statements.
Whether it is a payroll tax issue, a bank reconciliation, or a fraud investigation, our staff can help you make sense of your finances.
Transactional Business and Tax Consulting
As much as we would love to have all of your business, we also recognize the importance of your relationship with your current tax preparer. We offer the extremely valuable service of providing transactional tax consulting for just these situations. We will spend the time with you that your current tax preparer does not have because he is too busy and we will help you make the important decisions associated with your transaction. There are many tax preparers that do a great job of preparing the routine tax returns, but from time to time, you may enter into a situation that requires a bit more experience, or another level of creativity, something that your tax preparer has not considered, a different perspective – this is where Kresge, Platt & Abare brings a lot to the table.
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