As a Certified Financial Planner® (CFP®) and Enrolled Agent (EA), I specialize in providing personalized tax preparation and strategic tax and financial planning services to individuals and small business owners. I am a fee-only fiduciary and work with all clients virtually. Services I offer include: • Accurate, timely tax preparation for individuals, small businesses, landlords, military personnel, and more • Proactive tax planning strategies to minimize your tax liability throughout the year and prepare you for future tax obligations • IRS and state representation, to assist in resolving tax issues and navigate audits or disputes • Advice-only financial planning to address cash flow, retirement needs and drawdown strategies, estate issues, and much more
Website: kbfinancialplanning.com
Phone: (541) 714-3354
Open now
- Fri 8:00 AM - 5:00 PM
Dupont, WA 98327 ·2288.04 mi
Is this your business? Verify your listing
Reviews
yelpNormally, I don't give anything five stars, but Kaylyn made the process simple. Her communication is excellent, and her site is incredibly user-friendly. Despite the fact that we were accustomed...
MoreKaylyn was a great partner during this year's tax filing. I had a lot of questions about some new-to-me financial situations and she provided excellent guidance. Finding a tax advisor can be...
MoreKB Financial did an excellent job with our 2022 taxes. Their website is user friendly for uploading required documents as well as communication throughout the preparation process. Well versed in...
MoreWe were delighted with Kaylyn's services! She made filing our federal and multi-state returns a breeze. I really like how detail oriented she is, and her online platform makes everything a breeze...
MoreWonderful to work with! Prompt, courteous and professional. Will definitely be using her services again!
More