Client Services


Business Assurance Services

Business and Personal Tax Services

Personal Financial Planning

Business Services

Estate and Gift Planning

Business Valuations

Litigation Support Services

Health Care Services

Retirement and Fringe Benefit Plans

Additional Consulting Services



Audit, reviews and compilation services relating to historic financial statements have long been viewed as our profession's core product. Our business assurance practice includes a broad range of services which goes beyond the numbers to address the quality of information decision makers use in formulating solutions to problems and assessing financial performance. Our business assurance services include:

Audit, reviews, and compilations of historic financial statements

  • Financial statements analysis specific to your entity
  • Internal control reviews
  • Agreed-upon procedures tailored to your specific needs
  • Forecasts and projections
  • Feasibility studies



We provide a wide range of tax compliance and planning services for our clients. Our approach to taxation begins with a broad view of your business and individual situation and objectives. With these in mind, we are better able to advise you on the federal, state and local tax issues and alternatives that you can consider.

Our tax services include:

  • Tax return preparation and compliance reporting on federal, state, and local taxes
  • Personal and business tax planning
  • Consultation and representation during IRS and state audits and appeals
  • Evaluating alternative tax structures
  • Specific tax transaction tax strategies
  • Estate tax consultation
  • Business and accession strategies, loss preservation, and transfer strategies
  • State and federal tax planning



Personal financial consulting professionals at Kane and Kane can help you establish and meet your financial goals whether it is to better manage cash flow, risk protection, evaluation of estate tax liabilities or educational needs.


One of the most common problems found in new businesses is the lack of proper accounting records and related systems. Even owners and managers of established businesses have to be aware of how growth can mean outgrowing your current systems. We can assist you with:

  • New Businesses
  • The design and implementation of an accounting system tailored to your individual needs

  • Filing of initial forms and reports with government agencies

  • Training your personnel in accounting procedures, record keeping and payroll requirements

  • Assist in presenting financial institutions information relating to loan applications

  • Ongoing availability for assistance with other issues as they develop on a daily basis
  • Expanding An Established Business
  • Training your staff with complete general ledger bookkeeping

  • Preparation of financial statements customized to your needs

  • Training your staff with the preparation of payroll tax returns and W-2 forms for employees

  • Preparation of loan amortization schedules

  • Computerized depreciation schedules

  • Processing computer input data prepared by clients who want to use our general ledger and financial statement programs

  • Compilation of financial information for tax return preparation

  • Assistance in the preparation of sales and use tax returns

  • Consultation on identifying non-employee services and preparation of 1099's for these services

  • Consultation on payroll tax deposit rules

  • Reporting domestic employee payroll taxes

  • Reporting agricultural employee payroll taxes

  • Researching and correcting problem areas and suggesting changes to avoid future problems

  • Consultation on the taxability of various fringe benefits

  • Assistance in record keeping, payroll and computer operations at your place of business during leaves of absence of your personnel



Estate planning assures that your wealth transfers smoothly to your heirs according to your wishes with a minimum of tax depletion. We can assist you in planning to protect your family, minimize estate taxes and avoid the aggravating delays in the administrative process of settling an estate.


We have the training and expertise necessary to provide various business valuation services. Applying our knowledge and professional judgment, we determine the most appropriate method of valuing a business or professional practice, and reach a well-researched, defensible value conclusion. Our services range from informal valuation consulting on identifying and enhancing the elements of value in a company to assist a client in every phase of a complex merger or acquisition transaction. We can assist you with the following situations:

  • Buy sell agreements
  • Adequacy of life insurance and disability insurance
  • Charitable contributions of stock and appreciated property
  • Insurance claims
  • Actions by dissenting minority investors
  • Planning for estate and gift taxes
  • Divorce
  • Bank financing or refinancing
  • Litigation needs
  • Mergers and acquisitions
  • Corporate buyouts
  • Family limited partnerships and limited liability companies
  • Valuation of intangible assets
  • Business interruption or termination
  • Discounts for lack of control or marketability in minority interests
  • Expert testimony



Our litigation support specialists have extensive public accounting experience, coupled with forensic expertise. Since legal disputes often involve complex financial and tax issues, you need the highest level of knowledge and service available. We can assist in all phases of litigation support, from the investigative stage to case preparation to expert court testimony. Our professionals can assist you in developing and negotiating case strategies and evaluating settlement proposals. We can provide support in such areas as:


Legal disputes often require valuation of a business, professional practice, or underlying tangible or intangible assets. We can provide reports of testimony of such issues as equitable distribution in a divorce action, dissenting shareholder actions, and insurance claims.


We can assist you in searching for hidden assets, computing child and spousal support, tracing of assets and income, computing present value of retirement plan assets, valuing business assets, investigating asset dissipation, providing tax and estate planning incident to a divorce and providing financial statements for family court.


We have staff trained in the financial and operational needs of the complex health care industry. Whether you operate as a large multi-specialty group health care facility or as a sole practitioner, we can help guide you through the ever-changing accounting and finances of health care. We serve a wide range of health care professionals and have an extensive client base in the health care field. Our experience in health care office management and administration includes the following:

  • General accounting and assistance in bookkeeping services
  • Corporate and individual tax planning and tax preparation
  • Establishing compensation formulas and packages for principals and staff
  • Structuring group buy-sell agreement packages for the professionals
  • Practice mergers and acquisitions
  • Practice valuations
  • Consultation for establishing employee benefit plans
  • Managed care cost accounting
  • Fixed asset acquisition and financing
  • Improved collection procedures
  • Various tax services



We work with clients and outside consultants to provide clients with administrative and consulting services on the following:

  • All types of Pension and Profit Sharing Plans

  • 401(K) Plans

  • Individual Retirement Accounts (IRA), Roth IRA and Simplified Employee Plan (SEP)

  • Deferred Compensation Plans

  • Cafeteria Plans

  • Preparation of custom-designed, individual benefit statements

  • Preparation of participants enrollment forms

  • Maintenance of participants' annual records

  • Calculation and allocation of employer and employee contributions

  • Trust accounting

  • Preparation of trustee's annual report

  • Audit, Review or Compilation of retirement plan financial statements

  • Calculation of vested benefits

  • Preparation of required IRS and DOL reporting and disclosure tax returns

  • Monitoring your plan for compliance with all regulatory requirements

  • Assistance in Plan design and Implementation

  • Assistance in finding and selecting investment advisors

  • Evaluation of employee benefit packages and providers

  • Assistance in developing compensation arrangements

  • Nondiscrimination testing

  • Special projections and calculations


We offer a wide range of consulting services to best serve our clients such as:

  • Mergers and acquisitions/due diligence
  • Financial analysis
  • Computer and data processing consulting