Tax and Compliance Services

Our Services

How We Add Value to Your Business

We at PKB & Associates CPAs LLC, provide full-service tax and compliance services to help individuals and companies decipher the complexities of tax regulations. From tax compliance for small businesses, and IRS representation, to tax preparation for estates and trusts, we provide individualized solutions tailored to your needs.

Tax Services

Tax Services

We offer the full spectrum of taxation and compliance services to allow for accurate reporting with regulatory requirements. Our experts help minimize liabilities, claim the most deductions, and comply with evolving tax regulations.

Tax Planning & Preparation

Tax Planning & Preparation

Tax compliance and planning are crucial aspects of financial success that guarantee maximum deductions and minimum liabilities. Our business tax compliance services allow effective management of quarterly and annual reports.

IRS Representation

IRS Representation

Audited or in dispute with the IRS? Our expert tax advisors deliver tax and regulatory compliance defense, responding to IRS correspondence, audits, appeals, and the resolution of tax debt. We protect your rights as you navigate difficult tax concerns.

Payroll Services

Payroll Services

Without any doubt, payroll must be handled correctly and follow tax regulations. Our tax and compliance professionals provide full payroll processing, tax reporting, and filing to help businesses stay in compliance with all employer tax obligations.

Sales Tax Services

Sales Tax Services

Sales tax regulations vary for states and industries and thus can be difficult to comply with. We help with tax compliance for small businesses by proper collection, reporting, and remittance of sales tax to escape penalties.

Estate & Trust Tax Preparation

Estate & Trust Tax Preparation

Tax on trusts and estates is complicated. Our tax compliance and advisory services structures trust and estates to stay within the legal boundaries and yet keep taxes minimal. We provide expert tax planning to preserve and transfer wealth effectively.

Consulting Services

Consulting Services

We offer strategic tax planning and compliance consulting to help individuals and businesses stay ahead of regulatory updates. Need tax structure, deduction, or compliance strategy advice? Our CPA experts provide practical guidance.

Make Appointment

Dedicated Tax and Compliance
Services – Contact Us

Do you require tax planning, payroll support, or IRS representation? Our experts here at PKB & Associates CPAs LLC stand by to provide you with high-quality tax compliance and advisory services to suit your company or personal needs.

    Testimonials

    What They Say About Us

    Here’s what our satisfied clients have to say about their experience working with our seasoned accounting and CPA consulting professionals.

    "We, at OM Group, Inc. have been working with Pandya, Kapadia, Bhatt & Associates for the past 20 years. This is an accounting firm that boasts great accounting experience and combines competency and dedication in their work. It's a pleasure to work with them."

      Shawn Beltran
      Shawn Beltran

      Accounting Team at OM Group, Inc.

      "Pandya Kapadia Bhatt & Associates CPAs LLC team has played a pivotal role in making our business finances simpler. Their accounting consulting services gave us a transparent view of our finances, enabling us to grow the business efficiently."

        Michael S.
        Michael S.

        CEO, Tech Solutions Inc.

        "As a high-net-worth individual, I needed a firm that understood complex wealth management and tax planning strategies. Their expertise in CPA consulting ensured I maximize my tax savings while staying fully compliant."

          Sarah L.
          Sarah L.

          Private Investor

          "What is unique about this team is that they bring a personalized touch. They took the time to understand our needs and developed personalized financial plans that saved us a huge amount of taxes."

            Lisa M.
            Lisa M.

            CFO, Healthcare Solutions Corp.

            Our Process

            3-Step Approach to Business Success

            Our taxation and compliance strategy is a systematic approach to financial effectiveness and regulatory compliance.

            Evaluate & Strategize

            We begin by examining your tax liability, financial condition, and areas of exposure. Our tax planning and compliance CPA department determines tax-savings opportunities and examines your company for compliance with all regulations.

            Implement & Optimize

            Once we have an effective tax plan, we implement tailored tax and compliance services like business tax preparation, payroll tax filing, sales tax compliance, and IRS dispute resolution. We optimize your tax position with full tax law compliance.

            Monitor & Evolve

            Tax laws and regulations tend to change. As part of our tax compliance business services, we stay current with tax law changes, maximize your tax strategy, and provide ongoing support to ensure your business's compliance and financial well-being.

            Have Questions? We’re Here to Help!

            In search of professional assistance in compliance with tax legislation? Or need strategic compliance for small companies? Our tax compliance and planning CPA experts are available to assist you in financial security.