Business Details
36 Years
experience
Your Trusted Partner for Professional Accounting Services in Mesa, AZ
Established in 1990, Kenneth G. Forman, CPA has provided expert accounting and tax services to individuals and businesses in Mesa, Arizona. With over three decades of experience as a Certified Public Accountant, I specialize in delivering personalized financial solutions tailored to each client's unique needs. My practice focuses on tax resolution, financial planning, bookkeeping, and business accounting, ensuring clients maintain compliance while optimizing their financial health. I prioritize face-to-face interactions and transparent communication, avoiding over-reliance on technology to maintain a client-centered approach.My diverse clientele includes individuals seeking retirement planning guidance and businesses requiring payroll management or new entity formation support. Backed by a proven track record of client satisfaction, I combine technical expertise with practical advice to help clients achieve both immediate financial goals and long-term stability.
Services
Tax Resolution
Personal Financial Planning
Bookkeeping
Business Accounting
Payroll Services
New Business Formation
Details
- Year established: 1990
Highlights and features
- Certified Public Accountant with 35+ years of professional experience
- Specialized expertise in tax resolution and IRS compliance matters
- Personalized financial planning tailored to individual client circumstances
- Comprehensive business accounting services including payroll and entity formation
- Proven track record of client satisfaction since 1990
Services
Tax Resolution
Specialized assistance with tax debt negotiation, penalty abatement, and compliance issues. Helping individuals and businesses resolve back taxes through installment agreements, offers in compromise, and audit representation. Our proven strategies address complex tax problems while ensuring adherence to current regulations.
Personal Financial Planning
Comprehensive financial strategy development covering retirement planning, education savings, and investment optimization. Tailoring solutions to individual life goals while considering tax implications and long-term financial security needs. Emphasizing practical, actionable guidance for sustainable wealth growth.
Bookkeeping
Accurate, organized accounting systems for small businesses. Providing complete record-keeping, accounts payable/receivable management, and financial reporting. Ensuring timely, error-free documentation to support informed business decisions and tax preparation requirements.
Business Accounting
Full-service business accounting including payroll processing, tax compliance, and financial statement preparation. Supporting companies with year-round financial management, strategic tax planning, and new business formation services to maximize profitability and regulatory compliance.
New Business Formation
Expert consultation for establishing new businesses, including entity selection, tax structure optimization, and regulatory compliance. Providing strategic planning for startups in various industries to create sustainable business models and avoid common entrepreneurial pitfalls.
People
Kenneth G Forman
Certified Public Accountant
CPA since 1986 with extensive experience in tax resolution and financial planning. Former New York practitioner now serving Mesa businesses and individuals. Specializes in personalized financial strategies and small business accounting solutions.
Questions
What accounting services do you offer for individuals?
We provide tax preparation, financial planning, and tax resolution services tailored to individual needs, including retirement planning and investment strategy optimization.
Do you specialize in business accounting solutions?
Yes, we offer comprehensive business services including payroll management, bookkeeping, tax compliance, and new business formation guidance for various industries.
How can you help with tax debt problems?
Our tax resolution expertise includes negotiating with the IRS for penalty abatement, installment agreements, and offers in compromise to resolve back tax issues.
What areas do you serve?
Primarily serving Mesa, Arizona, but assisting clients statewide with virtual consultations and accounting solutions for remote businesses.
Are you available for new business consultations?
Yes, we offer initial consultations to discuss your accounting needs, whether starting a new business or seeking financial planning assistance.
