Accounting, Audit, & Tax

At KBST&M, our top priority is to apply our knowledge and experience to the specific fundamentals of your business. We will create an accounting program that is optimized to help your business meet its goals with the greatest efficiencies in time and in the most cost-effective manner.

We work closely with management to establish a smooth and secure flow of accounting information. We can assist you in developing sound accounting procedures that deliver the data you need to make informed business decisions.

Our services include:

Tax preparation and tax planning for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations
Accounting support services
Audit, review and compilation of financial statements
Payroll tax preparation
Evaluation of financing alternatives
Assistance in obtaining financing
Representation before taxing authorities

Wealth Management Services

The creation of wealth presents many challenges. KBST&M offers a broad expertise in wealth management services for clients, coordinating all aspects of the wealth cycle into a comprehensive plan. We provide a unique offering of wealth management services by combining our underlying strength in taxation with creative financial and estate planning and management.

KBST&M can create a focused approach through coordinating various advisors and identifying gaps in a client’s overall strategy. Just as we help you successfully manage your business finances, we help you manage your personal finances. We provide reliable and unbiased counsel to help you design a plan, implement the recommendations, select advisors, and periodically review and update your wealth management strategy.

Our wealth management services include:

Tax Planning
Retirement planning and exit strategies
Estate and trust planning and counseling
Mortgage financing and refinancing consultation
Debt restructuring and liability management
Financial advisor evaluations and recommendations

Management Advisory Services

In business, it is easy to have your overall vision obscured by such questions as:

How efficiently is my business operating?
What is driving my bottom line?
Should I expand my business through acquisition?
When is it right-or wrong-to change direction or strategies?
Are my employees receiving clear and effective communication from management?

We can assist you in answering these and other questions as we provide guidance in your day-to-day operations, while also advising with longer-term planning to help you meet your strategic and financial goals. We want to be a strategic partner with you in the success of your business.

Our management advisory services include:

Financial forecasting
Succession planning
Cash flow management and planning
Assistance with acquisition and sales of businesses
New business strategies
Merger and acquisition planning
Systems and internal control review

Information Technology Consulting

When you think about technology and your business, do you think: “exciting, productive, efficient” or “intimidating, scary, expensive”? Could you be in a better position with some reasonable upgrading? What do you need, how will you make it happen, and who will guide you through the procedure?

Every business needs to take advantage of the right information technology to remain profitable, efficient, and competitive. You do not have to explore this important decision on your own.

KBST&M maintains a staff of professionals dedicated to providing our clients with cost-effective solutions to various information systems issues and problems. We help define your information technology needs, and then combine your financial record keeping and reporting requirements with the appropriate software and hardware technology.

Following are some of the information technology services we provide:

Network design, implementation and support
Accounting software implementation, training and support
Remote location solutions
Disaster recovery planning
Web site development

Business Valuation Services

KBST&M provides valuation services for various situations, such as, gift tax and succession planning, dissenting shareholder actions, divorce-facilitating settlements, business acquisitions/sales, and litigation support. Our staff of Certified Valuation Analysts provides clients with an enhanced level of service and responsiveness. The inclusion of valuation services has expanded the firm’s capacity to meet our clients’ financial, legal, business, family, and personal valuation needs.

Our business valuation services are provided for:

Estate and gift taxes
Charitable contributions
Buy/Sell agreements
Mergers and acquisitions
Business sale/purchase
Business split-ups/spin-offs
Succession planning
Financing
Divorce
Business plans
Litigation support

Wealth Management Services Management Advisory Services Information Technology Consulting Business Valuation Services	Accounting, Audit, & Tax At KBST&M, our top priority is to apply our knowledge and experience to the specific fundamentals of your business. We will create an accounting program that is optimized to help your business meet its goals with the greatest efficiencies in time and in the most cost-effective manner. We work closely with management to establish a smooth and secure flow of accounting information. We can assist you in developing sound accounting procedures that deliver the data you need to make informed business decisions. Our services include: Tax preparation and tax planning for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations Accounting support services Audit, review and compilation of financial statements Payroll tax preparation Evaluation of financing alternatives Assistance in obtaining financing Representation before taxing authorities Wealth Management Services BACK TO TOP The creation of wealth presents many challenges. KBST&M offers a broad expertise in wealth management services for clients, coordinating all aspects of the wealth cycle into a comprehensive plan. We provide a unique offering of wealth management services by combining our underlying strength in taxation with creative financial and estate planning and management. KBST&M can create a focused approach through coordinating various advisors and identifying gaps in a client’s overall strategy. Just as we help you successfully manage your business finances, we help you manage your personal finances. We provide reliable and unbiased counsel to help you design a plan, implement the recommendations, select advisors, and periodically review and update your wealth management strategy. Our wealth management services include: Tax Planning Retirement planning and exit strategies Estate and trust planning and counseling Mortgage financing and refinancing consultation Debt restructuring and liability management Financial advisor evaluations and recommendations Management Advisory Services BACK TO TOP In business, it is easy to have your overall vision obscured by such questions as: How efficiently is my business operating? What is driving my bottom line? Should I expand my business through acquisition? When is it right-or wrong-to change direction or strategies? Are my employees receiving clear and effective communication from management? We can assist you in answering these and other questions as we provide guidance in your day-to-day operations, while also advising with longer-term planning to help you meet your strategic and financial goals. We want to be a strategic partner with you in the success of your business. Our management advisory services include: Financial forecasting Succession planning Cash flow management and planning Assistance with acquisition and sales of businesses New business strategies Merger and acquisition planning Systems and internal control review Information Technology Consulting BACK TO TOP When you think about technology and your business, do you think: “exciting, productive, efficient” or “intimidating, scary, expensive”? Could you be in a better position with some reasonable upgrading? What do you need, how will you make it happen, and who will guide you through the procedure? Every business needs to take advantage of the right information technology to remain profitable, efficient, and competitive. You do not have to explore this important decision on your own. KBST&M maintains a staff of professionals dedicated to providing our clients with cost-effective solutions to various information systems issues and problems. We help define your information technology needs, and then combine your financial record keeping and reporting requirements with the appropriate software and hardware technology. Following are some of the information technology services we provide: Network design, implementation and support Accounting software implementation, training and support Remote location solutions Disaster recovery planning Web site development Business Valuation Services BACK TO TOP KBST&M provides valuation services for various situations, such as, gift tax and succession planning, dissenting shareholder actions, divorce-facilitating settlements, business acquisitions/sales, and litigation support. Our staff of Certified Valuation Analysts provides clients with an enhanced level of service and responsiveness. The inclusion of valuation services has expanded the firm’s capacity to meet our clients’ financial, legal, business, family, and personal valuation needs. Our business valuation services are provided for: Estate and gift taxes Charitable contributions Buy/Sell agreements Mergers and acquisitions Business sale/purchase Business split-ups/spin-offs Succession planning Financing Divorce Business plans Litigation support


Timonium Corporate Center 9515 Deereco Road, Suite 801 - Timonium, MD 21093-2108 Website Design by CosmoFlash.com

SERVICES

Accounting, Audit, & Tax

Wealth Management Services

Management Advisory Services

Information Technology Consulting

Business Valuation Services