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Kaspar & White CPA, PC | Bookkeeping, Fractional CFO Services, Payroll Services

Kaspar & White CPA, PC

FOUNDING YEAR
2020
NUMBER OF EMPLOYEES
-
LOCATION
-
SUPPORT
Standard Support
SOFTWARE
Kaspar & White CPA, PC
Our company specializes in the preparation of individual tax returns, offers guidance on intricate tax issues, and formulates strategies aimed at reducing the tax liabilities of our clients. For small to medium-sized enterprises, we deliver a comprehensive range of services, from tax return preparation and strategic planning to a fully integrated financial solution that encompasses bookkeeping, payroll management, financial statement creation, and outsourced CFO services.
Profile picture of Chris Moates
Chris Moates
May 7, 2024
Experience working with Kaspar & White CPA, PC
Kevin and his team are knowledgeable, responsive, and patient with my questions. Knowing they have me covered lets me spend more time growing my business. I'm highly impressed with their services. PS: Francisco is a Quickbooks wizard!
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Clients who would be a good fit

Small businesses (<$7m revenue), especially S-Corps, looking for everything done under one roof (bookkeeping, payroll, sales tax, property tax, tax planning, tax preparation)

Clients who wouldNOTbe a good fit

Those looking for solely tax planning. We are more focused on operating businesses rather than passive investors.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Type

Services Offered

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Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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