Tax & Bookkeeping Services

Tax planning and preparation

Contemporary tax legislation is changing at an alarming rate.

It's never been more important to ensure that the strategies in place remain fit-for-purpose and on track to minimize your exposure taxation while remaining within the boundaries of the laws that apply in your jurisdiction.

At Kaiser Hoffman, we understand that tax strategy must work in tandem with your overall wealth and estate plan to help manage exposure in both the long and the short-term. Enlisting the help of our tax consultants can help you to avoid tax, not evade it.

Our veteran tax professionals are highly knowledgeable of the intricacies of tax planning for a wide range of clients. They offer hands-on, creative tax analysis and year-round planning that works symbiotically with your wider wealth management plan.

Without taking full account of the tax implications, no wealth plan can be effective. We urge our clients to ask themselves the following questions:

  • Do you know how your investments affect your tax liabilities?
  • Did you know that tax planning and preparation services are crucial for the effective operation of trusts and foundations?
  • Did you know it is possible to minimize your exposure to tax without contravening any laws?

We don’t just attend to your tax needs; our team can handle all your accounting and bookkeeping needs too. Kaiser Hoffman can take control of the following, enabling you to spend time and focus on what’s important.

    • P&L (Profit & Loss) Statement - Monthly and Annual
    • Cash Flow Statements
    • Accounts Receivable
    • Accounts Payable
    • General Ledger
    • Bank Reconciliation Audits
    • Bespoke reports

Kaiser Hoffman’s professionals envisage every decision through the dispassionate and clinical lens of tax efficiency. Everything from arranging your annual tax return to diligently administering your investments; you can rest assured safe in the knowledge that their focus is firmly centered on you.


2016 Tax Facts