Kim & Park CPAs
Koreatown LA practice serving small-business owners and 1099 contractors. Bilingual KR/EN.
A seven-person CPA-firm preset - Managing Partner, Senior Tax Associate, Bookkeeper, Audit Associate, Payroll Specialist, Client Success, and Practice Manager - wired with QuickBooks, Drake, Plaid, DocuSign, and the IRS IRIS portal for quarterly workflows.
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→ kwave.ai| Content | Count |
|---|---|
| Agents | 7 |
| Skills | 12 |
| Companies running this | 6 |
7 AI agents wired for this role. The CEO Dashboard is the hub; the rest report up to the CEO unless flagged owner-direct (escalation paths that bypass the CEO, like crisis routing).
| Agent | Role | Reports to |
|---|---|---|
| Managing Partner | Firm Lead | owner-direct |
| Senior Tax Associate | Tax Prep + Review | managing-partner |
| Bookkeeper | Books + Reconciliation | managing-partner |
| Audit Associate | Audit + IRS Defense | managing-partner |
| Payroll Specialist | Payroll + 1099 | managing-partner |
| Client Success | Onboarding + Comms | managing-partner |
| Practice Manager | Calendar + Compliance | managing-partner |
12 workflows the agents can run for you. Each is triggered by natural-language commands. The full SKILL.md (inputs, procedure, output format, write guards) is mounted in your workspace under .claude/skills/<slug>/ after install.
| Skill | Description |
|---|---|
| tax-return-prep | Use when preparing federal + state individual or business returns (1040 / 1120 / 1120-S / 1065) - pulls W-2 / 1099 / K-1 data via OCR, reconciles deductions against prior-year, runs diagnostics, and surfaces review items for partner sign-off before e-file. |
| bookkeeping-reconciliation | Use when closing the books for a month - reconciles QuickBooks Online / Xero ledgers against Plaid bank + credit feeds, classifies uncategorized transactions, flags duplicates and missing receipts, and produces a close checklist for the partner. |
| financial-statement-prep | Use when assembling balance sheet, income statement, and cash flow for client review or a lender / SBA loan package - runs liquidity / leverage / profitability ratio analysis with YoY commentary and exports a partner-branded PDF. |
| quarterly-estimated-tax | Use when computing Q1-Q4 federal + state estimated payments for self-employed / S-corp / sole prop owners - handles safe-harbor vs annualized income method, files vouchers via EFTPS, and emails the client a reminder + payment link. |
| 1099-management | Use at year-end (Dec-Jan) when collecting W-9s, generating 1099-NEC / 1099-MISC / 1099-K for every vendor over $600, and e-filing through the IRS IRIS portal - verifies TIN, flags backup-withholding requirements, and mails recipient copies. |
| irs-notice-response | Use when a client forwards a CP-2000, CP-14, CP-90, or audit letter - classifies the notice, drafts a response with cite-checked language, prepares POA (Form 2848 / 8821), tracks the 30-day deadline, and certifies the mailing. |
| payroll-processing | Use when running bi-weekly / semi-monthly payroll on Gusto / ADP / QuickBooks Payroll - calculates federal / state / local withholdings, files 941 / 940 / DE-9 / W-2, posts journal entries to the GL, and emails owners pay-period summaries. |
| sales-tax-compliance | Use when filing monthly / quarterly state sales tax returns (CA CDTFA, TX, NY, FL, plus economic-nexus states) - pulls Shopify / Square / Amazon / Stripe totals, reconciles against the POS, and files via Avalara / TaxJar APIs. |
| entity-selection-advice | Use when a client is choosing between sole prop, LLC (single / multi-member), S-corp, or C-corp - runs the break-even SE-tax math at the client's revenue level, surfaces state-filing implications, and produces a 1-page recommendation memo. |
| audit-support | Use when a client is under IRS or state examination - assembles workpapers, prepares IDR (Information Document Request) responses, reconciles against the agent's findings, drafts the protest letter, and coordinates the Appeals Office filing. |
| client-onboarding | Use when intaking a new client - drafts the engagement letter (DocuSign), imports prior-year returns via PDF OCR, sets up the secure client portal (Karbon / TaxDome / Canopy), runs the conflict check, and schedules the first kickoff call. |
| year-end-tax-planning | Use when running Q4 (Oct-Dec) tax-saving moves with a client - Section 179 / Bonus depreciation, retirement plan contributions, HSA, charitable bunching, loss harvesting, Roth conversions - produces a partner-ready memo with projected savings. |
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Create a company in KWAVE and the full CPA preset above runs in your workspace from day one - all 7 AI agents and 12 skills, wired and ready.
Detailed workflow guides for each skill live inside the workspace dashboard. Sign up at kwave.ai to access them.