KB Pension Services Inc

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Neighborhoods: Downtown Sarasota, Main Street Merchants
Categories: Pension & Profit Sharing Plans, Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services, Wills, Trusts & Estate Planning Attorneys

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Phone: (941) 953-7452

Address: 1990 Main St Ste 801, Sarasota, FL 34236

Tax Planning
Our weekly tax tip is brought to you by, Colleen Bankuty, CPA she is going to share about annual reminders for 2020 gift and estate tax planning opportunities! If you have any questions please call 941-365-4617! Have a great weekend!
Estate Taxes
IRS Representation
Tax Services
Dick Kerkering and Allan Barberio initially met in 1970 while working at the same Sarasota CPA firm. As they grew to know each other, they found that they shared a client service model different from that of their current employer. After a couple years, they made the decision to go out on their own and put their vision into action. They began Kerkering, Barberio & Co. by offering virtual executive financial consulting services, tax preparation, and business consulting.
Income Tax
The Estate and Trust Team of Kerkering Barberio is involved in all aspects of developing estate, trust and gift plans for their clients. Our goal is to integrate current income tax planning with your estate tax plan, keeping in mind that there are aspects of estate planning that are not tax driven. We have a wealth of experience assisting clients with the most important decisions for their future and their families' future.
Tax Return Preparation

Accounting Services
Founded in 1972, Kerkering, Barberio & Co., Certified Public Accountants, is Sarasota's premier CPA firm providing a variety of tax, audit and accounting services to businesses and individuals. While accounting and tax consulting is the core of our business, it is the depth and broad diversity of our services and the quality of our CPAs and consultants that set us apart.
Payroll Services
KB Payroll Solutions is a full-service payroll service we offer at cost-effective rates. With our professional expertise and existing knowledge of your business, we are able to design a custom payroll solution that best fits your needs.

Financial Planning
KB Healthcare Consultants offers comprehensive credentialing for all types of physician and hospital owned practices and outpatient surgery centers that are eligible for credentialing with Medicare, Medicaid or commercial insurance. Credentialing can be an administratively time-consuming task and crucial to the practice’s cash flow if not done properly.
Retirement Planning
Charitable Remainder Trusts

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