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Tax Services

Tax

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. 

Additionally, we provide estate planning and trust preparation as well as IRS representation.

Accounting & Financial Statement Services

Financial-Statements

We provide various levels of service related to financial statements, from the simplest of bookkeeping to a full scope financial statement audit. 

An audit provides the highest level of assurance. An audit is a methodical review and objective examination of the financial statements, including the verification of specific information as determined by the auditor or as established by general practice. 

Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company’s management team. 

In compiling financial statements for a client, we present information that is the “representation of management” and expresses no opinion or assurance on the statements.

Bookkeeping/Write up Services

bookkeeping

We can assist your organization with your daily bookkeeping needs so you can focus on your core business. 

We can provide as much or little assistance as you require.

QuickBooks

quickbooks

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then setup and use it properly.

We don’t just help you use the software, we help you use it more efficiently and more effectively. 

We can provide personal training, assist you with initial set up, and provide support and review of your transactions.

Business Valuation

Business-Valuation

Whether you’re estate planning, negotiating marital dissolution, or considering a merger, an objective valuation can make the difference between loss or gain, success or failure. 

We work closely with you to analyze your operations and historical financial data.

Our in-depth knowledge of your business enables us to provide a reasonable, fully documented and defensible valuation opinion.

Litigation Support

Litigation

Whether the case involves commercial litigation or matrimonial disputes we are qualified to provide the foremost litigation services. 

We focus on the legal foundations and the strategic and communication skills required of a forensic expert and how to apply these skills in the litigation context. 

We can assist you with damages calculation, including lost economic damages, lost personal service earnings and loss growth of net worth, provide expert testimony and rebuttal services. 

Filing Status Taxable Income Rate
Single $0 to $8,925: 10%
Single $8,925 to $36,250: 15%
Single $36,250 to $87,850: 25%
Single $87,850 to $183,250: 28%
Single $183,250 to $398,350: 33%
Single $398,350 to $400,000: 35%
Single $400,000+: 39.60%
Joint $0 to $17,850: 10%
Joint $17,850 to $72,500: 15%
Joint $72,500 to $146,400: 25%
Joint $146,400 to $223,050: 28%
Joint $223,050 to $398,350: 33%
Joint $398,350 to $450,000: 35%
Joint $450,000+: 39.60%
Head of Household $0 to $12,750: 10%
Head of Household $12,750 to $48,600: 15%
Head of Household $48,600 to $125,450: 25%
Head of Household $125,450 to $203,150: 28%
Head of Household $203,150 to $398,350: 33%
Head of Household $398,350 to $425,000: 35%
Head of Household $425,000+: 39.60%

Meet the Team (Partners)

Jerold L. Gottlieb, CPA

Jerold L. Gottlieb, CPA

Jerry Gottlieb is a Certified Public Accountant licensed in Kansas.  He graduated from the University of Kansas in 1972 with a Bachelor of Science in Business Administration with a concentration in Accounting.  Upon graduating, he worked for both local and national CPA firms for ten years before he started a sole proprietorship in 1982.  Since that time he has been the senior partner of Gottlieb, Flekier and Company (formerly Gottlieb, Kalendar and Snow, PA and Gottlieb, Snow and Marsh, PA).

Jerry has extensive experience providing the following services to clients:

  • Tax consulting and planning, including estate planning
  • Tax return preparation
  • Valuation services, including valuations related to mergers and acquisitions
  • Expert witness testimony in multiple areas including divorce matters
Steven M. Flekier, CPA

Steven M. Flekier, CPA

Steven M. Flekier is a Certified Public Accountant licensed in .Kansas.  He graduated from the University of Missouri – Columbia in 1988 with a Bachelor of Science in Accounting.  Upon graduating, he worked for another local firm before joining Gottlieb, Flekier & Co.’s tax department.  He has been a partner at Gottlieb, Flekier and Company, PA since 1999.  Steve is a member of the AICPA and the Kansas State Society of Certified Public Accountants.

The various tax services Steve provides include:

  • Tax consulting
  • Tax planning
  • Tax return preparation
  • Estate planning
Danielle L. Bordman, C.P.A

Danielle L. Bordman, C.P.A

Danielle L. Bordman is a Certified Public Accountant licensed in the Kansas.  Danielle graduated in 1992 with a B.S.B.A. in Accounting from The American University in Washington, D.C..  Upon graduating, she worked in the audit department at KPMG, LLP for nine years.  She has been with Gottlieb, Flekier & Co., PA since 2000.   Danielle is currently the partner in-charge of audit engagements.  Danielle is a member of the AICPA, the Kansas State Society of Certified Public Accountants, and the Affordable Housing Association of Certified Public Accountants.

Danielle has extensive experience providing the following services to clients:

  • Audit, review and compilation services
  • Agreed upon procedures
  • Consulting