Business Details
Your Trusted Accounting Partner for Over 30 Years
At Kartchner & Associates, we cultivate open dialogue with clients to understand their evolving business needs. Our mission is to deliver the same personalized attention and service quality that larger accounting firms reserve for their top clients, tailored to small and medium-sized businesses. With over three decades of experience, we prioritize client relationships that span decades, driven by organic growth through referrals. As trusted advisors, we combine advanced training, technical expertise, and financial acumen to provide strategic financial advice.Our services encompass financial accounting, tax planning and compliance, management consulting, and specialized solutions for businesses and individual taxpayers. Certified Public Accountants by designation, we serve clients locally in Orange County, Southern California, across the U.S., and internationally. Our industry-specific expertise spans automotive services, construction, healthcare, real estate, and more, ensuring tailored guidance aligned with each client's unique challenges and opportunities.
Services
Accounting Management
Tax Planning
Estate Planning
Business Management Outsourcing
Industry Knowledge
Highlights and features
- We offer 30+ years of experience serving small to mid-sized businesses.
- Our proactive tax strategies reduce liabilities while ensuring compliance.
- We provide industry-specific advisory services tailored to your business needs.
- Client relationships span decades, supported by consistent referral growth.
- Our outsourcing model protects sensitive financial data while improving efficiency.
Services
Accounting Management
We provide scalable accounting management solutions from QuickBooks training to full outsourcing. Our services ensure accurate financial reporting while adapting to your business's specific needs. Clients benefit from cost-effective systems that protect sensitive data through professional oversight.
Tax Planning
Our proactive tax planning identifies legal strategies to minimize liabilities across business and personal returns. We conduct entity reviews and year-end projections to prevent surprises. Specialized support resolves audit issues efficiently while maximizing refunds through strategic planning.
Estate Planning
We simplify complex estate planning through clear guidance on taxes, probate, and asset distribution. Collaborating with top attorneys, we create customized plans covering real estate, retirement accounts, and healthcare costs. Our approach ensures straightforward execution of your legacy intentions.
Business Management Outsourcing
Our outsourcing model eliminates in-house accounting department costs while maintaining accuracy. Services include bookkeeping, payroll management, and financial reporting. Clients gain secure access to timely data without administrative burdens of staff management.
Industry Knowledge
We deliver tailored advice across 10+ industries including construction, healthcare, and real estate. Our deep understanding of sector-specific challenges informs strategic tax and accounting solutions. This specialization ensures relevant, actionable guidance aligned with market dynamics.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, QuickBooks support, and complete accounting department outsourcing tailored to small business needs.
How do you help businesses with tax planning?
We analyze your financial situation to implement year-round strategies that legally minimize tax liabilities while preparing for future obligations.
What makes your estate planning services unique?
We coordinate with top attorneys to create customized plans addressing taxes, probate, and asset distribution while simplifying complex processes.
Do you work with businesses outside Orange County?
Yes, we serve clients throughout Southern California, nationwide, and internationally with industry-specific accounting solutions.
Can you help with business management outsourcing?
Our outsourcing model handles accounting functions from payroll to financial reporting, allowing owners to focus on core business activities.
