K B Daniel Company

Ken Daniel Sr. opened the firm in 1988 to help people with IRS tax problems, and debt resolution still sits alongside the preparation and planning work. An Enrolled Agent, he puts his experience at more than 30 years across tax, accounting, bookkeeping, payroll and corporate entity formation. Ken Daniel Jr., a registered tax preparer, has twenty years in preparation, bookkeeping and payroll.

Bookkeeping is run online and remotely for businesses that would rather not carry a full-time accountant. The firm owns the accounting software and folds it into the client's books, so no hardware or software purchase is needed, and files can be held off-site and reached from anywhere through a client portal; QuickBooks work is handled too. The monthly cycle covers profit and loss statements, trial balance, balance sheet, general ledger, and bank and payroll reconciliations. Returns run from individual through partnership and corporate to gift and estate, including out-of-state filings.