At Poppen & Associates we tailor our services to meet your needs. Our clients are both large and small and require a variety of services in many specialized areas. The majority of client services fall into the categories below, but we can also help with any of your special needs.

Tax Planning

Planning can mean the difference between high taxes and low taxes, retirement savings and no retirement savings, getting a loan or not getting one, and much more. We provide our clients with tax planning strategies that best fit their business or individual needs, such as:

  • Company formation and structure
  • Business acquisition or sale
  • Succession planning
  • Employee benefits
  • Estate planning
  • And much more

Tax Return Preparation

Poppen & Associates is a full service tax, information, and compliance return preparer. We prepare federal and state returns for a variety of clients, both businesses and individuals, across the country. We provide continuing education to all of our employees to keep them up to date on any changes in the law. The list below is only a portion of the returns and forms we can prepare. If you need any special services, please let us know.

Individual Tax Preparation Form 1040
Corporate Tax Preparation Form 1120
Partnership Information Returns Form 1065
Estate and Trust Information Returns Form 1041
Pension Compliance Returns Form 5500
Not-for-Profit Compliance Returns Form 990
Non-employee Compensation Forms Form 1099

Consulting Services

Consulting comes in many forms. It can be as simple as training an employee to prepare a bank reconciliation or as complex as valuing your business and structuring a business sale. Poppen & Associates has experience in a variety of consulting services. These are a few of the services we provide.

  • Mergers and Acquisitions
  • Estate Planning
  • Business Valuation
  • Strategic Business Planning
  • Cash Management
  • QuickBooks Training
  • Litigation Support
  • Internal Control Review

Retirement and Estate Planning

At Poppen & Associates our job is to help you grow your net worth through tax, retirement, estate and trust planning and risk management. Whether your goal is to save for your own retirement or to take care of your heirs, we can help. Some of the retirement and estate planning issues we can help you with are:

  • Retirement Plans for Business
  • IRA’s
  • College Funding
  • Asset Distribution Strategies
  • Trust Planning
  • Charitable Gifting
  • Risk Management

Audit, Review, & Compilation

From time to time every business needs some level of assurance that its financial reporting complies with accounting standards. We can provide that assurance. We’ve listed just some of the audit, review, and compilation services we provide.

  • Business Compilations
  • Business Reviews
  • Business Audits
  • Governmental Audits
  • A-133 Audits
  • Agreed Upon Procedures

Litigation Support

Poppen & Associates offers a full range of litigation support for individuals and businesses. We know how to deal with the IRS and other tax collection agencies. In addition, we can provide audit, review, or compilation services to assist you with any non-tax related litigation. Some of the litigation support services we provide are:

  • Business Valuation
  • Financial Analysis
  • Tax Liability Assessment
  • Consultation for attorneys, insurance agents, and other professionals

Accounting Software Consultation

Productivity is the goal of every business. Productivity can be achieved in many ways, but the most common is business software. We are constantly being bombarded with new applications, software, updates, patches, and more. Poppen & Associates can help you through this confusion with training, installation, and support for software that can help you. Some of the software applications we can help you with are:

  • QuickBooks
  • Time and Billing Packages
  • Various Microsoft Products

Business Valuation

The demand for business valuations continues to increase. Businesses need to be valued for a variety of reasons: Inheritance, Business Sales, Divorce, Change in Corporate Status, and more. The courts and taxation authorities expect the valuation to be performed by a Certified Valuation Analyst (CVA). If you need your business valued for these or any other reasons, let us know, we have a CVA on staff to assist you.


Financial Services

In response to our client requests for comprehensive investment advisory and risk management services we have partnered with Honkamp Krueger Financial Services, Inc. of Dubuque, IA. HKFS has over 60 CPA affiliate firms throughout the Midwest, and over 100 Investment Advisor Representatives (IARís). With over $1 billion in assets under management and $2.5 billion of in-force life insurance coverage, they offer a complete menu of financial services. Our St. Louis based Financial Advisor is always available to our clients. HKFS is a CPA founded and managed firm whose goal is to:

  • Give Objective Advice
  • Use Appropriate Investments
  • Service the Client