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Tax and Bookkeeping Services

QuickBooks and ExcelWe offer a wide range of services that includes:

  • Initial Set-up for New Companies
  • Management of Books in the client's office or in ours
  • Full-Service Federal & State Individual & Business Tax Preparation
  • Monthly Tax Planning & Tax Reduction Methods
  • Monthly Bookkeeping & Accounting
  • Financial Statements
  • Quarterly Payroll Tax Returns
  • QuickBooks© Installation, Set-Up & Training
  • Mortgage Savings Program
  • Notary Service

Controller Services :

  • Cash flow management
  • Financial analysis
  • Business performance evaluation
  • Budgeting and forecasting
  • Staff Training on an individual basis or in seminar format
  • Chart of Accounts set-up
  • Annual 1099 and W-9 Processing
  • Recording Payroll and Tax Payment Transactions from payroll reports
  • Bank and Charge Card Reconciliations

Preparing Monthly Financial Statements:

  • Profit & Loss
  • Balance Sheet
  • Detailed account activity reports for any period or range of time
  • Securing Client Data using backup procedures and password features
  • And other related services that you may need.

Contact us today for a free consultation!

Kohler Financial Services Inc.

Free Quote or Consultation

386-304-0075

Fax 386-301-5922

Office Hours:  Monday - Thursday 10 am - 6 pm

Friday, Saturday & Evenings Available by Appointment Only

145 Lakeside Drive E, Port Orange, FL 32128

info@kohlerfinancialservices.com

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Serving Areas:

Kohler Financial Services Inc., Full-Service Federal & State Individual & Business Tax Preparation, Monthly Tax Planning & Tax Reduction Methods, Monthly Bookkeeping & Accounting, Financial Statements, Quarterly Payroll Tax Returns, QuickBooks© Installation, Set-Up & Training, Mortgage Savings Program, Notary Service.

Serving Areas: Port Orange, South Daytona, Daytona Beach, Flagler Beach, Bunnell, Jacksonville, Deland, Deltona, Ormond Beach & most areas of Volusia, Flagler & Seminole Counties.