An Enrolled Agent is a federally authorized tax practitioner who is licensed directly by the U.S. government. Enrolled Agents represent taxpayers on all forms of tax issues, from individual filing needs to audits, collections and appeals.
Enrolled Agent status is the highest tax credential awarded.
While Enrolled Agents specialize explicitly in taxation, CPAs are state licensed and regulated accounting experts who may (or may not) specialize in taxes.
Both professionals are generally well-suited to help with complex tax matters, although this can be highly dependent on the individual professional and their specific knowledge.
Further, both EAs and CPAs have stringent annual continuing education and ethic requirements.
KB Financial Planning primarily works with:
- business owners
- real estate investors
- high-income professionals
- military families
- individuals and families with increasing financial complexity
Our clients are typically looking for more than transactional tax preparation and value proactive planning, communication, and long-term advisory relationships.
Yes.
We work with clients across all 50 states and regularly assist individuals and business owners with multi-state tax considerations.
Yes. Strategic tax planning is a core part of our approach.
While tax preparation is an important component of the work we do, many clients engage KB Financial Planning for proactive planning and ongoing advisory support throughout the year.
Planning services may include:
- tax projections
- estimated tax planning
- business planning
- retirement planning considerations
- entity structure discussions
- major transaction planning
- real estate and investment-related strategy
Yes.
KB Financial Planning works with a variety of business structures, including:
- LLCs
- S corporations
- sole proprietorships
- partnerships
Entity engagements may also involve strategic planning and coordination related to owner compensation, estimated taxes, retirement planning, and long-term tax strategy.
KB Financial Planning focuses primarily on tax advisory, planning, and preparation services.
Limited bookkeeping-related support may be available depending on the engagement, but we are not structured as a high-volume bookkeeping firm.
Prospective clients begin with an introductory consultation to discuss:
- current tax situation
- planning needs
- complexity
- goals
- and overall fit
If it appears to be a good mutual fit, clients are guided through a secure onboarding process designed to streamline communication, document collection, and engagement setup.
Ongoing advisory relationships are designed for clients seeking a more collaborative and proactive planning experience.
Depending on the engagement level, services may include:
- annual tax preparation
- quarterly planning meetings
- tax projections
- strategic guidance throughout the year
- consultation surrounding major financial decisions
- priority communication access
These relationships are intentionally limited in number to preserve responsiveness and service quality.
Yes, depending on current capacity.
While tax season is naturally busier, KB Financial Planning accepts prospective client inquiries throughout the year.
Because we intentionally maintain a boutique structure, availability for new advisory relationships may be limited at certain times of year.
In some cases, yes.
Standalone consultations may be available for clients seeking guidance surrounding specific tax questions, planning opportunities, business considerations, or major financial events.
Availability for one-time consulting engagements varies throughout the year.
KB Financial Planning is built around a proactive, planning-oriented approach.
Rather than focusing solely on annual filing, we help clients think strategically about how business decisions, investments, retirement planning, and financial changes may impact taxes over time.
Our goal is to provide thoughtful guidance, clear communication, and long-term advisory support — not simply transactional tax preparation.
The best place to begin is by scheduling an introductory consultation.
This allows us to discuss your current situation, planning needs, and whether KB Financial Planning is the right fit for your long-term goals.