KerberRose accounting professionals have experience with multiple industries, which provides us with a unique set of tools to serve business clients from a diverse array of trades. From agriculture to large manufacturing organizations, we provide tailored solutions to solve our clients’ challenges.
Our team assists clients in all areas of gift and estate planning, compliance, and administration. We work closely with our clients and their families to help ensure that their wealth and values are passed down to future generations.
We help clients plan for tax-advantaged transfer of wealth; ensuring that their wealth will continue to provide for future generations. We understand that estate planning involves more than just maximizing the wealth that is passed on. Clients hope their wealth provides for the people and the causes they care about most, while instilling the values which are most important to them.
KerberRose Trusted Advisors have more than 40 years of experience working with individuals developing and implementing strategies to improve their unique tax situations. KerberRose will work alongside you to understand the intricacies of your individual tax needs and, where necessary, bring in associate advisors from our Wealth Management team to assist in maximizing your returns and planning your financial future.
We also understand the intimate connection between corporate and personal taxes and will work with business owners to manage their complex tax situations. Our experienced tax advisors will ensure business owners employ the right tax strategies to minimize tax bills and balance both sides of your tax position.
KerberRose’s individual tax services include:
- Individual Tax Planning and Compliance
- Preparation of 1040 Federal and State Returns
- Tax-Advantaged Retirement and Financial Planning