Certified by the Association for Financial Counseling & Planning Education®
Chartered Financial Consultant®
Designated on insurance, taxation, retirement & estate planning, as well as behavioral finance, non-traditional family structures & small business planning.
Federally licensed tax practitioner with unlimited representation rights; EA status is the highest credential awarded by the IRS
Expertise You Can Trust.
Tax and financial advice tailored to your individual needs.
Individual & Business Tax Preparation
Year-round, full-service tax preparation for individual and business filers. Tax preparation ensures accuracy and Federal and state compliance first and foremost. Preparation services also include prior tax return review for new clients and digital document storage. *Not accepting C-Corp clients at this time
Planning provides long-term guidance over specific concerns as well as high level issues. Together we will look at tax savings, deductions and deferral strategies concerning capital gains, rental properties, retirement plans, estates and probate, just to name a few. Quarterly touch point meetings & year-end tax planning meetings available at packaged rates.
Are you thinking about starting a business? Do you want to know the tax or long-term financial implications of converting your home to a rental? Hourly consultations address your pressing concerns with timely, documented advice covering a full range of tax and personal finance topics. No question is too small.
Every financial journey is unique. Whether you’re just starting to get serious about your savings or are already well on your way to financial independence, KB Financial Planning wants to help you feel good about your finances so you can build a better financial future.