Kevin L Harvey, CPA provides a variety of services to individuals, small businesses, and not for profit organizations. We are determined to identify and implement financial strategies to meet each clients’ financial goals while maximizing tax saving opportunities.

Our business services include

Tax Services

Bookkeeping (small business bookkeeping services)

Retirement Plan Third Party Administrator (401k)

Tax Services

Kevin L Harvey, CPA provides our clients with comprehensive tax strategies to minimize your tax liabilities while seeking to maximize your cash flow to keep you on track with your financial goals. Our experience and research allow us to optimize financial opportunities with the tax laws.

Preparation

Our comprehensive knowledge of the current tax code and regulations allows us to effectively prepare individual and business tax returns.

Planning

We effectively assess clients’ estimated tax payments and perform periodic
reviews with clients throughout the tax year to stay abreast of any financial
changes and determine the impact to clients’ current tax liability.

Advisory

We conduct reviews of our clients’ prior year tax return and use return details to
design comprehensive tax strategies for clients to implement and mitigate future tax liability. In addition, we perform quarterly reviews to assess how any changes within the tax year impacts the effectiveness of their implemented tax
strategies.

Bookkeeping Services

Kevin L Harvey, CPA, provides our clients with full-service bookkeeping. We perform monthly transaction reviews and classification of expenses, recording transaction to the general ledger, monthly bank reconciliation, and year-end closing of books. We offer compilation of financial reports and perform financial analysis.

QuickBooks Certified ProAdvisor

QuickBooks set-up and subscription maintenance

Financial Reports and Analysis

Retirement Plan Third Party Administrator

Kevin L Harvey, CPA, provides our clients with full-service third-party administration for
employer-sponsored retirement plans. We offer an array of defined contribution plans. Our plans are designed to ensure maximum tax benefits to our clients based on their desired level of retirement benefits for themselves and their employees. We ensure our clients’ plans are in compliance with Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA).

Prepare and implement plan documents

Perform Compliance Testing

Recordkeeping and Form 5500 filings