Taxation

• Personal & Corporate tax planning
• Tax Projections
• Partnerships
• Subchapter S Corporation
• Estate & Trust
• Tax Return Preparation

Business Management

• Management of Daily Business Affairs
• Bookkeeping Services
  • Revenue Collection
  • Bill Payment
  • General Ledger
  • Personal Cash Flow Budgeting
  • Investment Monitoring & Tracking
  • Bank Relationship Management
  • Assistance with Major Purchases & Significant Financial Transactions

Focus on Real Estate

Most businesses and individuals residing in Southern California have an interest in real estate. Whether the involvement in real estate is extensive (developer, syndicator, commercial property or Apartment building owner), or limited (homeowner, small investor, lessee), KB&T offers important taxation, financial and accounting services.

Our real estate clients benefit from the following specialized services:

• Real Estate Tax Planning
  • Tax Deferred Exchanges
  • Construction Project Analysis to Maximize Depreciation
  • Real Estate Partnership, LLC’s, Corporation, and Individual Tax Return Preparation
  • Home Purchase and Sale Planning
• Assistance in obtaining loans and renegotiating existing loans
• Purchase and Lease Analysis
• Industry Accounting Treatments and Issues