KB Tax Devisers · A Private Tax Strategy Practice

KB Tax Devisers is now an Inc. 5000 company.

Ranked No. 3376 among America’s fastest-growing private companies, on the same
belief that built this firm from day one: correct and optimized are not the same thing.
Every strategy session, every client who trusted us with their numbers, and every
dollar we’ve helped someone keep is in this ranking. We’re not slowing down.

#3,376

General Inc. 5000
ranking

#279

Financial Services ranking

#102

Pennsylvania state ranking

Allentown, Bethlehem, Easton metro

Structure, Not Deduction

You are not missing a deduction. You are missing a structure.

Deductions are what a template finds. Structure is what a strategist builds. The gap between the two is usually the entire reason a business owner’s effective tax rate looks nothing like what it should, and it rarely shows up until someone finally reviews the last three years side by side.

20-40%

Typical reduction once the structure is right

Identified in client savings

$91M

Multifamily units owned by our founders

800+

Certified Tax Strategists nationwide

1 of 55

The Second Opinion

Your current CPA files correctly. That was never the question.

Filing accurately and filing optimally are two different disciplines, and most firms are only built for the first. A second opinion does not assume your CPA made a mistake. It simply asks whether anyone has ever looked at your last three years with strategy, rather than compliance, in mind.

Review Summary

Prepared for · Last three tax years

second opinion

Verified

Returns filed on time

Verified

Math and forms verified

Verified

Filing deadlines met

Not reviewed

Entity structure evaluated

Not reviewed

Income timing modeled

Not reviewed

Multi-year plan built

$91M

Saved for our clients

1 of 55

Certified Tax Strategists

Zero

Audits Since 2017

800+

Doors Owned By Founders

Recognition

You've felt it for a while now.

Most business owners we sit down with have never been asked a real question by their CPA, just handed a return to sign at the end of the year. There is a different conversation available to you, one where somebody is actually thinking about where the business is headed instead of only where it has been.

When did anyone last ask about your plans for the business, not just this year’s numbers?
Has your entity structure been reviewed since the year you set it up?
Do you know what a decision will cost you before you make it, or only after?

"I have a CPA. He just files. He doesn't give me any advice."

— High-income executive · On his first call

"I made a major financial move last year. Found out the tax impact six months too late."

— Real estate investor · $3M+ income

"I have multiple entities. I don't know if the structure still fits what I'm earning now."

— Multi-entity owner · Tax strategy

"I want someone who sees the whole picture, not just the tax return."

— Business owner · Strategic planning

"I need a plan that grows with the business, not a review after the year is over."

— Business owner · Long-term planning

Why KB Tax

That last sentence is the most expensive belief in the room.

Most business owners we sit down with have never once asked a question of their CPA – they’ve just handed over a return to sign at the end of the year. This film explains why that habit is quietly costing them.

Recognized by

Our story

The Journey So Far

CPA

The credential

Compliance alone does not build wealth. Minal pursued the Certified Tax Strategist designation, one of only 55 held nationwide, and became the CPA their father never had.

1 OF 55 NATIONWIDE

CHAPTER 1 OF 6

The Clarity Method™

The system behind $91M in tax savings and counting.

Built across hundreds of high-income engagements. Refined over years. Documented from first call to filed return. The same four pillars run end to end every time.

No.1

See the full picture

Three years of returns. Every entity. Every income stream. Reviewed together for the first time.

No.2

Find what's been missed

Every gap quantified in dollars. Every recommendation referenced to IRS code and case law.

No.3

Build the strategy

Multi-layered. Documented. Coordinated across entities, retirement, and investment as one architecture.

No.4

Stay ahead

Quarterly reviews. Tax-law shifts applied before they reach you. We call you before the decision costs you.

You worked hard to earn this.

Now work smart to keep it.

Documented Outcomes

Named clients. Documented outcomes.Years later, still with us.

$614,561

Saved · Year One

“ If had met you twenty years ago, my wealth would look completely different today.”

Bought a $1.2M property in Tennessee with money that was going to the IRS. Has since added two more properties and sent his brother (who saved $149,256 in his first year with us).

Year-One Outcome

From sending $250,000 to the IRS to owning real estate that compounds for the next twenty years. Same income. Different structure.

$472,389

Year One · $3M+ over four years

"In less than a year they found benefits that empowered me to make revenue-generating moves."

Now owns homes in Arizona and Oregon purchased with money that would have gone to the IRS.

$116,127

Year One · Four years and counting

"My CPA ghosted me mid tax season. No clarity. No strategy. Just filing."

Kept her team through COVID. Two years of 100% revenue growth. Then acquired an agency.

$149,256

Year One · Both spouses W-2

"I'm W-2. There's not much I can do."

His CPA filed every form correctly. On time. Every year. No one ever showed him how to keep mor until we ran the analysis.

Who We Serve

Where tax decisions move wealth.

Most of our clients earn $1M or more, operate through one or more entities, and have sensed for some time that something isn’t optimized without anyone ever showing them where.

Business Owners

$1M+ revenue. One or more entities. The structure that worked at $300K is usually expensive at $1.5M. We redesign the system so it scales with your success.

Medical & Professional

Physicians, dentists, attorneys. W-2, 1099, practice ownership or all three. Most are structured for compliance, not wealth. The gap between the two is six figures a year.

W-2 Earners

RSUs, options, bonuses, deferred comp. A single vesting event without strategy can cost six figures. We model the timing before the calendar makes the decision for you.

Real Estate Investors

Five doors or fifty. Depreciation, cost segregation, 1031s, multi-entity coordination. We’ve operated 800+ doors ourselves the strategies we recommend are the ones we run.

Income is the floor, not the qualifier. Complexity is what we're built for.

The First 30 Days

What working with us actually looks like.

Every engagement begins the same way. By Day 30, you’ll know exactly what your structure has been costing – and what a different one delivers.

week 1

The Look-Back

Three years of returns. Business and personal. Reviewed together for the first time.

week 2

The Diagnosis

Every gap identified. Every dollar quantified. You see what the wrong structure has been costing – year by year.

week 3

The Plan

A written, IRS-cited strategy. Entities, income, retirement, investments – coordinated as one.

week 4

The Implementation

Execution begins. Quarterly reviews scheduled. Documented for audit readiness from day one.

The only thing that changes between today and Day 90 is whether you made the call.

Begin Here

See what your last three years cost you.

The Three-Year Look-Back is how every engagement begins. We review your returns, quantify the gap in dollars, and show you what a different structure delivers before you commit to anything.

IMPACT BEYOND NUMBER

40-45 minutes

Your time is limited. We treat every minute of it that way.

no obligation

Honest insights. No Pressure.

100% confidential

Your information. Stays Protected.