Business Details
36 Years
experience
Your Trusted Partner for Accounting Services in Mesa
At Kenneth G. Forman, CPA, we have dedicated ourselves to providing trustworthy accounting solutions since 1986. With decades of experience in tax planning, financial reviews, and tax resolution, we serve individuals and businesses in Mesa, Arizona, and beyond. Our approach combines personalized service with a commitment to accuracy and client education. We specialize in resolving complex tax issues, offering strategic financial planning, and supporting new business formation. Our practice is built on a foundation of transparency, ethical standards, and a client-focused mindset.We prioritize face-to-face interactions and avoid over-reliance on technology to ensure tailored guidance. Our expertise spans bookkeeping, payroll management, estate planning, and IRS representation. We take pride in helping clients achieve financial stability through customized strategies developed over our extensive career. Our mission is to simplify financial decision-making while maintaining strict confidentiality and professionalism.
Services
Tax Planning & Preparation
Financial Reviews & Planning
Tax Resolution
Bookkeeping & Write-ups
Personal Financial Planning
New Business Formation
Payroll Services
Estate Planning
IRS Representation
QuickBooks Training
Details
- Year established: 1990
Highlights and features
- We offer 35+ years of experience in accounting and tax resolution since 1986
- Our personalized service prioritizes face-to-face client interactions and transparency
- Specialized expertise in IRS representation and complex tax dispute resolution
- Comprehensive solutions covering bookkeeping, financial planning, and business formation
- Proven track record helping diverse clients from individuals to local businesses
Associations and certifications
- Certified Public Accountant
Services
Tax Resolution
We specialize in resolving tax controversies with federal, state, and local authorities. Our services include back tax negotiations, audit representation, and debt settlement strategies. With decades of experience since 1986, we help individuals and businesses achieve favorable outcomes through proven accounting methods while ensuring compliance with current tax regulations.
Personal Financial Planning
Our customized financial planning addresses retirement goals, education savings, and estate planning needs. We develop comprehensive strategies considering life events and market conditions. Clients benefit from personalized guidance on investment decisions, tax-efficient planning, and long-term wealth preservation tailored to their specific circumstances and objectives.
Bookkeeping Services
We provide complete bookkeeping solutions including general ledger management, accounts receivable/payable tracking, and financial reporting. Our services help businesses maintain organized records for better decision-making. We also offer QuickBooks setup and training to streamline accounting processes and improve operational efficiency for Mesa-area clients.
New Business Formation
We assist entrepreneurs with business structure selection, tax registration, and financial planning. Our services cover entity formation (LLC, S-Corp, etc.), capital planning, and accounting system setup. We provide ongoing support for payroll tax filings, sales tax compliance, and financial statement preparation to ensure new businesses start on solid financial footing.
IRS Representation
We offer professional representation for clients facing IRS audits or collections actions. Our services include preparing audit responses, negotiating payment plans, and resolving tax debt issues. With specialized expertise in tax controversy matters, we work to minimize liabilities while protecting clients' rights throughout the resolution process.
People
Kenneth G Forman
Certified Public Accountant
Kenneth G Forman has been a licensed CPA since 1986, serving Mesa clients since 1987. He specializes in tax resolution, financial planning, and business accounting. With extensive experience in both individual and corporate tax matters, he provides personalized solutions while maintaining strict confidentiality and professional standards.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, payroll processing, tax preparation, financial statements, and business formation assistance tailored to small business needs.
Can you help with IRS tax debt issues?
Yes, we specialize in tax resolution services including IRS debt negotiation, audit representation, and installment agreement setup to help resolve tax controversies effectively.
Do you offer personal financial planning services?
We provide customized financial planning for retirement, education savings, estate planning, and major life events with strategies tailored to individual circumstances.
How long have you been serving the Mesa area?
We've served Mesa clients since 1987, with the practice established in 1990, providing over 30 years of local accounting expertise.
What sets your CPA services apart from others?
Our personalized approach combines face-to-face consultations, decades of experience, and comprehensive solutions covering tax, accounting, and financial planning needs.
Do you work with both individuals and businesses?
Yes, we serve both individuals for tax and financial planning needs, and businesses for accounting, payroll, and tax compliance requirements.
