CPA KPA is a boutique accounting & tax firm dedicated exclusively to private foundations, philanthropic families, and high-net-worth individuals. Founded by Kyle Anderson (a CPA with over 13 years’ experience), the firm leverages deep expertise in foundation-specific tax, compliance, and bookkeeping matters to help clients maximize impact and minimize hassle.
What We Do Our Core Services Private Foundation Tax Preparation Preparation, review, and filing of Form 990-PF for private foundations; plus ensuring state filings and regulatory registrations are done timely, accurately, and securely.
Foundation Bookkeeping & Accounting Full bookkeeping, financial tracking, statements, transaction recording, payroll if needed tailored to the special needs of foundations (grant‐making, distributions, restricted funds etc.)
Private Client Tax Solutions Tax advice, planning, and preparation for high net-worth individuals and their related entities (including those operating or supporting foundations), ensuring alignment with foundation-goals, tax laws, and compliance requirements.
Virtual / Remote Support & Secure Document Handling They serve clients nationwide via virtual meetings and encrypted document exchange, making it easier for geographically dispersed foundations / family offices to work with them.
Why Choose CPA KPA Specialization in Foundations & Philanthropy Rather than being a general CPA office, CPA KPA focuses on foundations family foundations, operating, startup foundations which means they understand the specific rules, risks, and opportunities that others might overlook.
Deep Experience + Thoughtful Leadership With Kyle Anderson at the helm, the firm brings over a decade of specialized tax experience, especially in nonprofit and foundation sectors. This means both technical know-how and a mission-driven mindset.
Mission-Aligned Values CPA KPA is more than just numbers. Their values charity, strength (fortitude), connection, learning shape how they work: transparently, responsibly, compassionately. If your foundation cares about both compliance and integrity / impact, this alignment matters.
Efficiency & Compliance They build systems to reduce administrative burden, keep up with deadlines, state & federal rules, and help you avoid costly mistakes (missing registrations, audits, filings). Their understanding of both tax law and foundation operations helps mitigate risk.
Personalized, Accessible Service Even though they serve clients all over the U.S., their remote service model—virtual meetings, secure digital file sharing—makes working with them easier and more flexible. Plus, because they’re focused on a niche, clients often get more tailored attention.
How We Can Help You / What to Expect A free initial consultation to understand your foundation’s structure, current compliance status, and key tax or accounting challenges.
An assessment of what filings you have (or need) and whether current bookkeeping is sufficient / compliant.
Recommendations for improving efficiency: setting up proper transaction tracking, internal controls, grant / award/distribution management.
Implementation: preparing all required tax returns & state filings, setting up or cleaning up bookkeeping systems, ongoing support.
? Contact Us At CPA KPA, we specialize in helping private foundations and philanthropic families stay compliant, organized, and stress-free with their tax and accounting needs. Whether you have questions about Form 990-PF, bookkeeping, or ongoing compliance, our team is here to help.