Building relationships, one client at a time.
Since 2009, KPGCPA Financial Services Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements, and financial planning. At the helm of our organization is Koshy P. George, CPA and Founder and CEO, who places a strong emphasis on the importance of fostering strong relationships and trust with our clients. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. KPGCPA Financial Services Inc. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base.
Our Services
KPGCPA Financial Services Inc. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
- Tax Management Services
- Accounting Services
- Assurance and Advisory Services
- Reviews and Compilations
- Estate and Trust Planning and Tax Preparation
- Financial and Retirement Planning
- Litigation Support and Forensic Accounting
- QuickBooks Accounting Help and Assistance
- Bookkeeping Write-up
- Entity Selection and Restructuring
- IRS Representation
- Computer Consulting
- Payroll Services
Our experienced professionals have the expertise to help you navigate the complexities of financial planning and tax management, ensuring you achieve your financial goals and make informed decisions for your business or individual circumstances. Whether you are an individual or business looking for personalized financial guidance, KPGCPA Financial Services Inc. is here to provide you with the professional services you need to succeed.
Tax Preparation and Services
The reviews for Koshy and his team showcase outstanding service in tax preparation and advice. From relieving stressful tax situations to providing expert guidance, the team's professionalism and kindness shine through in every review.
Expertise and Knowledge
Koshy and his team are praised for their exceptional knowledge in tax laws and regulations. They are described as "kind, professional, and highly knowledgeable" with a "wealth of knowledge in the field." Many reviewers highlight their expertise in handling complex tax situations, such as international tax challenges and tricky tax returns.
Communication and Customer Focus
The team's excellent communication skills are praised by reviewers. They are described as "patient" and "responsive, " with a willingness to listen and explain complex topics in an easy-to-understand manner. Many reviewers express gratitude for the team's attentiveness and personalized approach.
Consistency and Availability
Consistency and availability are also key aspects praised by reviewers. Koshy and his team are described as "always available to answer questions, " with a "Gold Star" rating in the professional sector. Reviewers highlight their reliability and timeliness in meeting deadlines, ensuring a smooth and efficient process.
Standout Reviews
One reviewer, Vlado Hruda, had a disappointing experience with a contradictory review, citing high costs ($3700 in late fees & accounting fees) and overcharging.
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