415 816 7335

info@ktbaccounting.com

Organize. Strategize. Grow.

WE ARE Accounting

About The Company

KTB Accounting is a full-service, San Francisco-based firm for all your accounting and tax needs. We offer a broad range of services for individuals, business owners, businesses, executives, and independent professionals. We believe in friendly, affordable, and knowledgeable service.

Our team has (10) years plus of combined experience and we know that every client has a different need. Combining our expertise and energy, each client receives personal and professional attention.

Our goal is to form and maintain a long-term business relationship with our clients by legally maximizing their tax savings and helping them to grow their business. With great attention to detail, we have a consistent record with our clients for being able to use innovative ways to solve their tax and accounting problems.

About Us

KTB Accounting specializes in tax planning and wealth strategies for high net worth individuals and business owners. We also specialize in managing portfolios that include 1031 tax-deferred exchanges, trusts, and estates. Our firm focuses on minimizing your tax obligations and maximizing your long-term wealth while balancing risk.

About Accounting

Kim Le, CPA

Kim Le holds an EA and CPA license. She graduated with a Bachelor of Science in Business Administration with an emphasis on accounting and corporate finance from San Francisco State University. She has worked as a tax consultant for various Bay Area CPA firms. In addition, Kim has been working in the real estate and construction industry for over 10 years with extensive experience in 1031 tax-deferred exchanges, managing real estate portfolios, and advising on corporate finances.

OUR SERVICE

Accounting Services

Accounting Services

When it comes to bookkeeping and accounting, a majority of small business owners devote anywhere from 12 to 120 hours a year to this aspect alone! That’s a lot of time that can be better spent brainstorming new business ideas, managing your team, or just enjoying life!

Our journey will begin with a no-obligation private consultation to fully understand what you may need and determine if our services would be a good match for you. Following the initial consultation, we will provide a proposal that tailors our accounting and tax services to match with the reporting requirement of your personal situation or particular business.

Give us a call at 415-816-7335 for a free, no-obligation consultation and a preview of how our accounting services might fit your needs.


Accounting and Bookkeeping

We offer customized and comprehensive financial solutions to meet the accounting and bookkeeping needs of various types of businesses, including record keeping, financial reporting, budgeting, and cash flow maintenance.

We take care of keeping your finances organized and up-to-date, allowing you the freedom to focus your time and efforts on other important aspects of your business. Each month, we deliver comprehensive financial reports to make sure you always have a clear financial understanding of your business and how to move forward with growth.

Financial and management consulting services

Any business, from an entrepreneur to a large corporation, can benefit from a well thought-out business plan. In today’s ever-changing business dynamics, a long-range strategic plan is essential to ensuring continual growth and survival.

Our firm helps clients build solid business plans to improve business performance by asking the right questions, deciding which adjustments would have the greatest impact on your bottom line, and finding ways to implement changes.

We'll guide you through the importance of creating a solid business plan to obtain financing, put together a tax strategy to maximize profits, or analyze and strengthen key areas of your current business plan to launch your business to the next level.

New Business Advisory

Worried about how to maintain an orderly and financial sound business?

Our team can set up an easy system that allows you to keep your books in tip-top shape each year. We select the right accounting system for your business, implement these programs, train users, and provide technical support.

Systems currently supported include QuickBooks Premier and Pro. While easy to maintain, setup must be done correctly in order to ensure future accuracy. We are happy to provide our clients with (25%) savings on initial set up fee by signing up with us!

  • Advise on organizational structure
  • Assist with setting up company structure
  • Set up accounting and computer systemsSetting up company structure
  • Structure formalities and licenses

Free Initial Consultation Form

Tax Services

Tax Services

Technology has made our lives so much easier. Tedious tasks can be done in seconds with just a few clicks of a button. However, when it comes to understanding the complexities of tax preparation, those simple clicks and shortcuts can cause you so much headache and financial lost.

Because there are thousands of codes and regulations from the IRS, preparing your own taxes can leave you with more questions than answers.

Tax Preparation:

Our tax team can guide you through IRS codes and regulations while help you avoid pitfalls, headaches, and financial loss. We provide services for individuals and various types of entities including:

  • Partnerships
  • S- Corporations
  • C-Corporations
  • Tax-exempt Organizations
  • Estate, Gift, and, Fiduciary Returns

Tax Planning

To effectively manage tax obligations, individuals and businesses should take a proactive approach. Proper tax planning should be considered throughout the year, not just during tax season.

With new tax updates, our firm diligently monitors changes in the tax code and pinpoints new opportunities to save our clients’ money on their taxes.

After understanding your financial situation, we employ legal means to maximize your tax saving, making sure you don’t unnecessarily overpay on your taxes each year.

Our tax planning services includes:

  • Strategic Tax Planning for Businesses
  • 1031 Deferred Tax Exchange for Real Property
  • Tax Planning for High Net Worth Individuals
  • Alternative Minimum Tax Planning
  • Multi-state Tax Planning
  • Business Succession Planning
  • Estate Planning
Industry Services

We serve all industries

  • Individuals
  • Real Estate
  • Construction
  • Architects and Engineers
  • Consultants
  • Family-owned businesses
  • Entrepreneurs/Start-Ups
  • Self-Employed Individuals
  • Private corporations

CONTACT US

OUR ADDRESS

Accounting Solutions

415 816 7335

Fax # 415 815 2184

info@ktbaccounting.com

Head Office: 666 38th Ave , San Francisco, CA 94121