Contact Graham & Associates today!
  • 10955 Lowell Ave. Suite 800, Overland Park, KS 66210
    Phone: 913.345.1331 | Fax: 913.345.2934

About Graham & Associates

Christopher H. Graham, CPA and Graham & Associates care about what matters to you when it comes to financial services. Our desire and passion is to provide you accurate, meaningful and affordable services. We take a personal interest in each and every client and consider it a privilege to serve you.

We do our best to explain complex tax and business matters in simple, understandable terms. Our goal is to minimize your hassles in dealing with income taxes and various business related issues.

Graham & Associates is licensed in Kansas and Missouri and is a member of the American Institute of Certified Public Accountants.

Christopher H. Graham, CPA has been serving in certified public firms since 1982 except for a brief stint in private industry. He started his own firm in 1988 and in 1993 the firm merged into Graham & Associates. He has resided in the Kansas City metro area most of his life and he enjoys spending time with his family and volunteering with nonprofit organizations.

Services

Who We Serve: Individuals, businesses, nonprofit organizations, estates and trusts

Services We Provide:
Individuals, Estates and Trusts - Income tax return preparation, tax compliance and planning

Businesses and Nonprofit Organizations
Startup Businesses -
Choice of entity, business registration, setup accounting and monitoring systems, business acquisitions

Established Businesses
  • Accounting, bookkeeping and Quickbooks support. Graham & Associates is a charter Quickbooks Pro Advisor member.

  • Income tax return preparation, tax compliance and planning. Representation before the IRS, state and local tax authorities.

  • Sales tax reporting and compliance, property tax returns and business licenses and reports

  • Preparation of financial statements

  • Business planning, advice and consulting

  • Payroll services

  • Budgeting, forecasts and cash flow analysis
Businesses Winding-Down - Assist with business mergers, sales and liquidations

Tax Tips

  • Setup and maintain a good recordkeeping system. Small businesses should consider using Quickbooks accounting software.

  • Keep your records up-to-date and gather your income tax information as soon after year-end as possible. Individual taxpayers who are not operating a business should consider using Quicken to track their personal expenditures.

  • File all tax returns timely even if you are unable to pay the taxes owed. Late filing penalties can be excessive. Plus, you can be in violation of the law for not filing timely.

  • Provide your stockbroker or financial advisor with correct cost basis information of securities in your portfolio if they do not already have the information. This will help prevent reporting problems when the securities are eventually sold.

  • Record Retention - Individuals
    How long to keep records is a combination of judgment and state and federal statutes of limitations.

    Since federal tax returns can generally be audited for up to three years after filing and up to six years if the IRS suspects underreported income, it's wise to keep tax records at least seven years after a return is filed.

    Requirements for records kept electronically are the same as for paper records.

    Certain records should be kept permanently like the following: complicated tax returns, retirement plan annual reports, IRA annual reports and nondeductible contributions, divorce documents. Investments and year-end brokerage statements should be kept for the ownership period plus seven years. This includes home sales and purchases plus major home improvements.

  • Record Retention - Businesses
    Contact our office for more details.