Thoughtful tax guidance designed for long-term decision making
Thoughtful tax guidance designed for long-term decision making
Providing tax preparation, strategic planning and ongoing advisory support for individuals and business owners seeking more than transactional tax filing.
We help clients navigate increasing financial complexity with thoughtful guidance, clear communication, and long-term perspective.
who we work with
Built for clients with growing financial complexity
KB Financial Planning works with individuals and business owners seeking a more thoughtful and proactive approach to tax planning and advisory.
Our clients are often navigating increasing financial complexity and value long-term relationships, strategic guidance, and clear communication throughout the year — not simply during tax season.
Strategic tax planning and advisory support for entrepreneurs and growing businesses navigating income planning, entity considerations, and long-term decision making.
Guidance surrounding rental properties, multi-property portfolios, entity structures, depreciation considerations, and long-term tax strategy.
Proactive planning for individuals and families managing increasing income, equity compensation, retirement planning considerations, and evolving financial complexity.
Planning support informed by firsthand understanding of military careers, retirement transitions, relocation considerations, and long-term financial planning needs.
Support for clients navigating multi-state filings, investments, business activity, major life transitions, and increasingly layered financial lives.
Long-term planning relationships for clients who value collaboration, proactive communication, and strategic guidance throughout the year.
working together
Built on communication, organization, and long-term alignment
Introductory Consultation
We begin with a conversation designed to better understand your financial picture, planning priorities, and overall goals. This is also an opportunity to discuss expectations, communication style, and whether the relationship feels like a strong mutual fit. We want to better understand:
- your current tax situation
- planning needs
- financial complexity
- long-term goals
- and communication preferences
This conversation allows us to determine whether our services and approach align well with your needs before moving into a formal engagement.
Because we intentionally maintain a boutique structure, we focus on building long-term relationships with clients who value proactive planning, organization, and thoughtful communication throughout the year.
Onboarding & Organization
If we decide to move forward together, clients are guided through a secure onboarding process designed to streamline document collection, communication, and engagement setup. We utilize a secure portal that houses all communication, documentation, signature requests and more.
Our goal is to create clarity and organization from the very beginning of the relationship.
Ongoing Planning & Support
Depending on the engagement level, clients receive proactive tax planning, tax preparation, and strategic guidance throughout the year.
We aim to provide thoughtful support that helps clients navigate important financial decisions with greater confidence and long-term perspective. This may include one-time financial or tax advisory meetings, annual tax preparation, or quarterly meetings with unlimited access to your advisor.
Service Beyond Annual Tax Filing
Tax preparation is important. Strategic planning is where long-term value is created. We believe thoughtful planning creates better outcomes than reactive filing alone.
Annual Tax Compliance
Accurate, organized preparation for individuals, business owners, and entities with varying levels of complexity.
Includes:
- individual returns
- business returns
- multi-state filings
- rental property reporting
- entity filings
Strategic Tax Planning
Proactive planning designed to support better financial and business decisions throughout the year.
Includes:
- tax projections
- retirement planning considerations
- entity strategy
- estimated tax planning
- major transaction guidance
Ongoing Advisory Relationships
Year-round strategic support for clients seeking a more collaborative and proactive planning experience.
Includes:
- quarterly planning meetings
- ongoing guidance
- strategic consultation
- proactive communication
- priority support
EXCELLENTTrustindex verifies that the original source of the review is Google. Excellent company! We have enjoyed working with Kaylyn and her advice has been top notch. We had tax problems that she quickly analyzed and fixed leading to tax returns that we didn’t expect. She also helped us sort out our investment allocations and we feel confident with the new approach. Highly recommended!Posted on GoogleTrustindex verifies that the original source of the review is Google. Excellent service. KB Financial's website/app. is glitchy; however, this was no fault of Kaylyn. Her job performance was awesome!!Posted on GoogleTrustindex verifies that the original source of the review is Google. Kaylyn is extremely professional, knowledgeable and efficient. She was able to answer our many questions and help us through the process of getting the proper information together to help us get the maximum return possible. We will definitely work with Kaylyn again!Posted on GoogleTrustindex verifies that the original source of the review is Google. Our family hired Kaylyn for the first time this year to help us file our taxes and we were thrilled. Kaylyn is personable, friendly, and a joy to work with. She made the process seamless and headache-free and we look forward to working with her for many years to come!Posted on GoogleTrustindex verifies that the original source of the review is Google. Kaylyn is incredibly knowledgeable, efficient, and kind. But the thing that I think she really does best is, instead of just looking at this year's taxes, she is incredibly forward thinking, and makes suggestions based on how a decision will impact future years. She's incredibly proactive, and again, just really kind, patient, helpful, and more! Could not recommend her more!Posted on GoogleTrustindex verifies that the original source of the review is Google. We have been working with Kaylyn now for a couple years and have loved it every time. She does a fantastic job answering all our questions, strategizing for the next year, and doing everything in a timely fashion.Posted on GoogleTrustindex verifies that the original source of the review is Google. We used KB Financial for the first time this tax season and will most definitely return. Kaylyn was efficient and kind. She explained everything well and I had full confidence in her understanding of our somewhat complex tax situation. Her prices were very reasonable and she made filing taxes the least painful experience possible. Highly recommendPosted on GoogleTrustindex verifies that the original source of the review is Google. This was our first year working with a professional to file our taxes, and we couldn’t have asked for a better experience with Kaylyn. She was incredibly responsive, made the entire process seamless, and took the time to educate us on areas we were less familiar with—such as rental property, multi-state filing, and the tax implications of our cross-country move. Her knowledge, professionalism, and willingness to go the extra mile gave us complete confidence in our return. We’re so grateful to have found such a caring and competent expert, and we highly recommend KB Financial Planning to anyone in need of a tax or finance professional!Posted on GoogleTrustindex verifies that the original source of the review is Google. It was a great experience working with Kaylyn. Expert knowledge in taxes, especially for those with potentially confusing military situations. We would 100% recommend.Posted on GoogleTrustindex verifies that the original source of the review is Google. Kaylyn is thorough and great about answering questions or explaining things about taxes and finances. We are so glad we chose her to work with us.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more