Business Details
23 Years
experience
Trusted Tax & Estate Planning Services in Overland Park
Since 2003, Scott Behrman CPA has provided specialized tax and financial consulting services to individuals and small businesses in Overland Park, Kansas. Our practice focuses on comprehensive tax planning, business valuation, and estate planning strategies designed to optimize financial outcomes. With over 25 years of experience, including nine years at a major San Diego CPA firm specializing in real estate partnerships and high-net-worth individuals, we bring deep expertise to every client engagement. Our approach combines technical proficiency with personalized guidance to help clients navigate complex tax scenarios and achieve long-term financial goals. We maintain a client-centric philosophy, prioritizing transparency and clear communication throughout our service delivery.Our team's background includes significant experience in partnership tax planning and wealth management, ensuring clients receive well-rounded advisory services. We serve as trusted advisors for business owners facing transitions, estate planning challenges, or strategic financial decisions. Our local presence in the Kansas City metropolitan area allows us to maintain close relationships with our clients while delivering services tailored to their specific needs. Through continuous engagement and proactive planning, we help clients maximize their financial position while maintaining compliance with evolving tax regulations. Our commitment to excellence is demonstrated through our track record of supporting clients through all stages of business and personal financial planning.
Services
Tax Preparation
Business Valuation
Estate Planning
Tax Projections
Financial Consulting
Details
- Year established: 2003
Highlights and features
- We offer 25+ years of specialized tax planning experience
- Our team has deep expertise in partnership and real estate taxation
- We provide personalized financial strategies for business owners
- Our local presence ensures dedicated client support
- We maintain a proven track record in estate planning solutions
Associations and certifications
- Certified Public Accountant
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring accurate filings and compliance with current regulations. Our approach combines technical expertise with strategic planning to optimize tax outcomes. Clients benefit from our deep understanding of complex tax scenarios and personalized advisory support throughout the process.
Business Valuation
Our business valuation services determine accurate company worth for estate tax purposes, sales transactions, or gifting scenarios. We employ specialized methodologies to assess financial health and market position. This service helps business owners make informed decisions about transitions, succession planning, and strategic growth opportunities.
Estate Planning
We develop customized estate planning strategies to facilitate smooth business transitions between family members or prepare for potential sales. Our approach addresses tax implications and wealth preservation while ensuring compliance with legal requirements. This service supports long-term financial security for business owners and their families.
Tax Projections
We create mid-year and year-end tax projections to help clients estimate payment requirements and plan financial strategies. This service enables proactive tax management and cash flow planning. Our projections consider current financial situations and potential scenarios to optimize tax planning outcomes.
Financial Consulting
Our financial consulting services focus on maximizing clients' financial positions through strategic planning and advisory support. We help business owners and individuals develop comprehensive financial strategies aligned with their goals. This service integrates tax planning, investment considerations, and long-term wealth management approaches.
People
Scott Behrman
Certified Public Accountant
Scott specializes in business and individual tax planning with 25+ years of experience. He graduated from Indiana University in 1988 and worked in San Diego before establishing his Overland Park practice in 2003.
Denise Behrman
Receptionist
Denise has supported Scott's practice since 2013, serving as the primary point of contact for clients and managing office operations in Overland Park.
Questions
What tax services do you specialize in?
We specialize in business and individual tax planning, return preparation, and mid-year tax projections to help estimate payment requirements.
Do you provide business valuation services?
Yes, we offer business valuation services for estate tax purposes, potential sales, or gifting scenarios to determine accurate business worth.
What estate planning services are available?
We help small business owners with succession planning, family transitions, and strategies for potential business sales or transfers.
How experienced is your team?
Scott Behrman has 25+ years of experience, including nine years at a major CPA firm specializing in real estate partnerships and wealth management.
Where are you located?
Our practice is based in Overland Park, Kansas, serving clients throughout the Kansas City metropolitan area.
