Kartchner & Associates, CPA
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Kartchner & Associates, CPA
Our Mission at Kartchner & Associates is to provide small and medium sized businesses with the same degree of personal attention and level of service provided by larger accounting firms to their most preferred clients. At Kartchner and Associates, we develop an open dialogue with our clients in order to understand our clients needs within their ever changing business environment.

As a business owner, in addition to operating and growing your business, you have bookkeeping, accounting and tax return requirements that can be extensive. Growing businesses eventually reach a point where owners must consider the hiring of accounting personnel and the formation of an accounting department. Tax planning, with the expertise of an experienced CPA, is the key to successfully and legally reducing your tax liability.

At Kartchner & Associates we go beyond. Estate planning can be uncomfortable, complicated and costly, but it is imperative when you consider the substantial benefits to be received. Items to consider can be endless.
Services
At Kartchner & Associates, we develop an open dialogue with our clients in order to understand specific needs within their ever changing business environment.
In doing so, we are able to provide the full range of personalized services that businesses require from their accountants and business advisers.
We are extremely proud of the fact that many of our client relationships span decades.
We also take great pride that our firm has enjoyed consistent organic growth through referrals from our clients.
As a business owner, in addition to operating and growing your business, you have bookkeeping, accounting and tax return requirements that can be extensive, time consuming and costly.
As a CPA firm with decades of business experience in Orange County, business owners appreciate our understanding of the accountant's role in helping them operate and grow their business.
At Kartchner & Associates, our menu of accounting solutions range from QuickBooks training of your staff, to bookkeeping and accounting system design, review and oversight to a total outsourcing of your accounting work to our firm.
Growing businesses eventually reach a point where owners must consider the hiring of accounting personnel and the formation of an accounting department which could potentially include clerical staff, bookkeepers, a controller and even a CFO.
The cost and management of such a department typically is a drain on the bottom line and is by no means the owners only alternative.
In today's technological world, the cost and maintenance of a permanent bookkeeping and accounting staff is not only unnecessary, but often very economically and managerially prohibitive.
Tax planning, with the expertise of an experienced CPA, is the key to successfully and legally reducing your tax liability.
At Kartchner & Associates we go beyond tax preparation and proactively recommend tax saving strategies to reduce the taxes you pay and /or increase your tax refund.
For business owners, our holistic approach starts with a business entity overview and continues all the way through to your individual return.
Actively working with you, we design and implement tax strategies before your year-end ensuring that our clients enjoy very few tax surprises.
Estate planning can be uncomfortable, complicated and costly, but it is imperative when you consider the substantial benefits to be received.
Items to consider for a complete estate plan can be endless; Gift Planning, Estate Taxes, Probate Laws, Real Estate Ownership & Property Appraisals, Health Care Costs, Life Insurance Payouts, IRA's, 401K's, Annuities, Inheritance Tax, Funeral Costs etc.
Many of our clients find that when they begin the planning stages they have more questions than answers.
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