Business Details
50+ Years
experience
Your Trusted Accounting Partner in Modesto, CA
Since 1947, Kalunian & Milliken has provided professional accounting and tax services to individuals and businesses in the Central Valley. Our expertise spans tax planning, financial statement preparation, estate planning, audits, and business advisory services. We combine decades of experience with a team-oriented approach to deliver personalized solutions tailored to each client's unique needs. Our mission is to help clients maintain financial viability in the present while proactively addressing future goals through strategic planning and sound analysis.As a trusted local firm, we prioritize open communication, high standards of excellence, and timely advice to ensure our clients receive the attention they deserve. Our dedication to hard work and client satisfaction has earned us a respected reputation within the business community.
Services
Tax Preparation
Estate Planning
Financial Audits
Bookkeeping
QuickBooks Support
Details
- Year established: 1947
Highlights and features
- We offer over 75 years of combined experience in accounting and tax services.
- Our team provides comprehensive solutions for individuals and businesses.
- We prioritize personalized service tailored to each client's unique needs.
- Our local expertise serves the Central Valley's specific financial landscape.
- We maintain a proven track record of client satisfaction and trust.
Services
Tax Preparation
Our tax preparation services ensure compliance with evolving federal and state regulations while optimizing deductions and minimizing liabilities. We handle individual, business, and complex tax scenarios with precision, leveraging up-to-date knowledge of tax code changes. Clients receive strategic guidance to improve financial outcomes and avoid common pitfalls.
Estate Planning
We specialize in creating customized estate plans to protect assets and facilitate smooth wealth transfer. Our services include trust establishment, will preparation, and tax-efficient strategies to reduce estate tax burdens. We work closely with clients to align plans with personal wishes and family needs.
Financial Audits
Our audit services provide third-party assurance through rigorous examination of financial records. We verify accuracy, detect discrepancies, and ensure compliance with accounting standards. This service is critical for businesses seeking credibility with investors, lenders, or regulatory bodies.
Bookkeeping
We offer accurate and organized bookkeeping solutions to streamline financial operations. Our team manages accounts payable/receivable, payroll processing, and financial reporting, allowing businesses to focus on growth while maintaining real-time visibility into their financial health.
QuickBooks Support
Our QuickBooks experts provide setup, training, and ongoing support to maximize software efficiency. We help businesses implement tailored accounting systems, troubleshoot issues, and generate actionable financial reports to improve decision-making and operational productivity.
People
David A. Kalunian
CPA
David A. Kalunian is a licensed Certified Public Accountant with decades of experience in tax and financial planning. He specializes in guiding clients through complex tax regulations and business advisory services.
Gregory J. Milliken
CPA (Retired)
Gregory J. Milliken, a retired Certified Public Accountant, contributed extensive expertise in auditing and financial statement preparation during his career. His legacy continues to influence the firm's commitment to excellence.
Questions
What accounting services do you offer?
We provide tax preparation, estate planning, financial audits, bookkeeping, QuickBooks support, and business advisory services for individuals and businesses.
How can you help with tax planning?
Our team stays updated on tax law changes to optimize deductions, minimize liabilities, and create strategies aligned with your financial goals.
Do you handle business entity formation?
Yes, we advise on entity selection (LLC, corporation, etc.) and compliance to ensure tax efficiency and legal protection for your business.
What areas do you serve?
We primarily serve Modesto and the Central Valley region, supporting local businesses and individuals with personalized accounting solutions.
