Business Details
Your Trusted CPA Partner in Lakeland & Lake Wales, FL
Kohl & Company & Company has served individuals and businesses for over four decades, combining technological innovation with traditional accounting expertise. Our firm specializes in delivering tailored financial solutions, including accounting, tax planning, estate management, and strategic business consulting. With a deep understanding of evolving financial landscapes, we empower clients to navigate complex challenges and achieve long-term success. Our team of certified professionals prioritizes personalized service, leveraging extensive experience to address unique client needs.As a community-focused organization, we emphasize transparency, ethical practices, and proactive client education. Our commitment to excellence is reflected in our continuous adaptation to industry advancements while maintaining foundational accounting principles. By fostering collaborative relationships, we ensure clients receive actionable insights aligned with their financial goals. This approach has solidified our reputation as a trusted partner for diverse clients ranging from individuals to multi-million-dollar enterprises.
Services
Accounting
Tax Preparation
Estate Planning
Management Consulting
QuickBooks Support
Bookkeeping
Financial Consulting
Highlights and features
- We offer 40+ years of combined experience in accounting and business consulting.
- Our team provides personalized solutions tailored to individual client needs.
- We combine traditional accounting practices with cutting-edge technological integration.
- Our firm maintains active memberships in leading professional accounting organizations.
- We prioritize transparent communication and community-focused financial education.
Associations and certifications
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
Services
Accounting Services
Our accounting services provide comprehensive financial management for businesses of all sizes. We offer budget creation, payroll processing, financial statement preparation, and remote CFO support to ensure accurate financial tracking. By collaborating closely with clients, we develop customized accounting systems that align with business objectives and regulatory requirements.
Tax Preparation
We deliver strategic tax preparation and year-round planning to minimize liabilities for individuals and businesses. Our services include charitable contribution optimization, capital loss harvesting, retirement plan analysis, and multi-year tax strategies. Clients receive ongoing consultation to adapt plans to changing financial circumstances and tax regulations.
Estate Planning
Our estate planning services help clients protect and transfer assets efficiently. We assist with will creation, healthcare proxies, durable power of attorney documents, and federal estate tax exemption planning. The goal is to maximize inheritances for beneficiaries while ensuring compliance with current estate laws and minimizing tax burdens.
Management Consulting
We provide strategic business consulting to help companies grow and overcome operational challenges. Services include contract negotiation support, bankruptcy planning, asset protection strategies, and business acquisition/sale guidance. Our consultants offer fresh perspectives to enhance business models and improve long-term sustainability.
QuickBooks Support
Our QuickBooks and Peachtree software support services include customized training, account reconciliation, and system integration. We help businesses implement cloud-based accounting solutions and optimize software usage for improved financial management. Training sessions are tailored to client schedules for maximum convenience.
People
Thomas E. Kohl
Founder
Certified Public Accountant with over 40 years of experience. Former IRS auditor and mining industry cost accountant. Specializes in tax services and property exchanges. Member of AICPA and FICPA.
William G. Lanoue
Managing Senior Partner
30+ years in accounting and consulting. Leads management consulting and technology implementation. Former CEO of Leading Edge Professional Services. Expert in multi-disciplinary professional services.
James C. Armstrong
Senior Tax Accountant
CPA with 35+ years in public practice. Former Price Waterhouse employee and Dugas, Brown and Armstrong partner. Specializes in taxation and financial statement preparation for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, budgeting, payroll processing, financial reporting, and remote CFO services tailored to small business needs.
Do you offer year-round tax planning services?
Yes, we provide ongoing tax planning sessions to help individuals and businesses adapt strategies to changing financial situations throughout the year.
How can estate planning benefit my family?
Our estate planning helps maximize inheritances for beneficiaries by minimizing tax burdens and ensuring proper legal documentation for asset transfer.
Do you provide QuickBooks training for businesses?
Yes, we offer customized QuickBooks and Peachtree training sessions, account reconciliation, and software integration support for businesses.
What management consulting services are available?
We offer business strategy development, contract negotiation support, bankruptcy planning, and guidance for buying/selling businesses.
