We Devise Clear, Court-Tested Strategies That Protect Your Profits
We don’t just reduce taxes — we realign your entire financial strategy with your life, your legacy, and what matters most.
At a Glance: What We Really Do
You’ve worked hard, taken risks, and built something real. But when it comes to taxes, most successful business owners and high-income earners still feel that invisible weight — like they’re overpaying, under-supported, and stuck with surface-level advice.
At KB Tax, we don’t just reduce your taxes — we help you reclaim your clarity, build your legacy, and finally feel like your tax plan reflects you.
We help you:
- Reclaim what you’ve unknowingly overpaid for years
- Turn tax into a growth driver, not just an expense
- Protect and expand your wealth with intention
Your partner in success all year long.
Our work doesn’t end on April 16. With quarterly and annual reviews, we work with you all year long to guarantee the strategies and support you need to scale your business and stabilize your cash flow.
Values-Driven Planning
We begin with what matters to you, then build around that
The ALIGN Framework™
Our proprietary method designed for clarity, wealth growth, and personal alignment
Court-Tested Confidence
Every strategy is IRS-compliant, legally supported, and ready to defend
Real Partnership
You’ll never be left wondering. We walk with you through every change, every quarter
Impact Beyond Numbers
It’s not just about what you save — it’s about who you become when you’re financially unburdened
“We don’t just do tax planning. We change the way high-achievers relate to their money.”
The ALIGN Framework™: Our Signature Process
Your world is complex — your tax strategy shouldn’t be. The ALIGN Framework™ is our personalized system for building your tax plan with the same intentionality you bring to your business and life.
ALIGN stands for:
- Assess your past filings, current structure, and income streams
- Layer proven strategies around deductions, structure, and protection
- Integrate personal goals, lifestyle shifts, and investment vision
- Guide implementation with clear documentation and done-with-you support
- Navigate changes through quarterly check-ins and ongoing refinements
From day one, we’re helping you take ownership of your financial future — not just react to the past.
Why Clients Choose KB Tax Again and Again
Strategic Clarity
No more guesswork
Partnership You Can Trust
We walk with you every quarter
Proven ROI
Most save $30K–$250K+ in Year 1
Real Conversations
Finally feel seen, heard, understood
Who We’re Best For
- Entrepreneurs, consultants, and professionals with $400K+ in taxable income
- Physicians, agency owners, real estate investors, and multi-entity operators
- High-achievers who value strategy, clarity, and life-aligned financial decisions
- Anyone tired of overpaying, underplanning, or feeling left in the dark by their current CPA
In Our Clients’ Words
Not Ready to Book Yet?
If you’re not sure you’re ready — we get it. That’s why we created a simple way to begin:
Download Our Free Guide “The Top 5 Tax Mistakes That Cost High-Income Entrepreneurs $50K–$250K Every Year”
✔️ Learn what most CPAs overlook
✔️ See if your current structure is exposing you to overpayment
✔️ Understand the exact red flags we look for when auditing past returns
Take the quiz: “Are You Overpaying in Taxes Without Realizing It?” It takes 3 minutes and gives you instant insights.
Client Transformations at a Glance
Here’s what happens when clarity meets strategy:
| Before KB Tax | After KB Tax |
|---|---|
| “I had no idea how much I was overpaying.” | “Saved $80K+ in year one — and invested it back into my team and business.” |
| “My CPA only talked to me once a year.” | “Now I have quarterly reviews and know my tax position year-round.” |
| “I didn’t understand my entity setup or if it was right for me.” | “We restructured everything — now I’m protected and optimized.” |
| “I thought IRS audits were random and terrifying.” | “I have court-tested strategies, IRS code backing, and total peace of mind.” |
Our Signature Packages – Side-by-Side Comparison
| Service Inclusions | Clarity (intro strategy) | Freedom (tax plan + prep) | Foundation (strategy + compliance) | Legacy CFO (visionary command) |
|---|---|---|---|---|
| Last 3 Years Business & Personal Return Review | ✅ | ✅ | ✅ | ✅ |
| Proactive Tax Strategy for Current + Future Years | ✅ | ✅ | ✅ | ✅ |
| Deduction Review & Strategy Planning | ✅ | ✅ | ✅ | ✅ |
| Legal Entity Optimization (LLC/S Corp/C Corp) | ✅ | ✅ | ✅ | ✅ |
| Retirement Planning to Hit Extra $1M+ | ✅ | ✅ | ✅ | ✅ |
| Insurance Review for Protection & Tax Efficiency | ✅ | ✅ | ✅ | ✅ |
| IRS Code + Court Case Documentation | ✅ | ✅ | ✅ | ✅ |
| Business Tax Return Preparation | ❌ | ✅ | ✅ | ✅ |
| Individual Tax Return Preparation | ❌ | ✅ | ✅ | ✅ |
| Core Strategy Implementation | ❌ | ✅ | ✅ | ✅ |
| Quarterly Estimated Tax Payments | ❌ | ✅ | ✅ | ✅ |
| Quarterly Core Tax Planning & Implementation | ❌ | ✅ | ✅ | ✅ |
| Quarterly 1:1 Review of Tax Position | ❌ | ✅ | ✅ | ✅ |
| Monthly Accounting | ❌ | ❌ | ✅ | ✅ |
| Review of Financial Statements | ❌ | ❌ | ✅ | ✅ |
| Bank Reconciliations and Month End Close | ❌ | ❌ | ✅ | ✅ |
| Review Accounts Payable, Accounts Receivable, Payroll, and Expense Tracking | ❌ | ❌ | ✅ | ✅ |
| Planning to Increase Revenue, Gross Profit, Net Profit, Net Worth | ❌ | ❌ | ❌ | ✅ |
| Profitability Analysis & Transaction Advisory | ❌ | ❌ | ❌ | ✅ |
| Payroll Review & Employee Expense Training | ❌ | ❌ | ❌ | ✅ |
| KPIs, Dashboards, Budgeting | ❌ | ❌ | ❌ | ✅ |
| Monthly or Quarterly Strategic Meetings | ❌ | ❌ | ❌ | ✅ |
Add-On Services (available à la carte or bundled)
- 1099 Filing + Vendor Management
- Payroll Setup & Admin
- Sales Tax Filing Across States
- State Nexus Evaluation
- IRS Notice Resolution Support
- Catch-Up Bookkeeping & Cleanups
- QuickBooks Setup & Cleanup
- Entity Formation (NTD Setup)
Frequently Asked Questions
I already have a CPA. Why would I work with you?
Most CPAs file your taxes. We design them. Over 80% of our clients came to us while still working with a CPA — and still discovered they were overpaying by $30K–$250K+ per year. If your CPA isn’t giving you year-round strategy, they’re costing you more than their fee.
What's the difference between tax planning and tax preparation?
Tax prep is reactive — filing forms after the year ends. Tax planning is proactive — designing the year ahead to reduce what you owe through structure, timing, and strategy.
Are your strategies legal and audit-ready?
Yes. Every strategy we recommend is IRS-compliant and court-tested. We reference each one with tax code and case law. If you’re in one of our implementation packages, we also create the audit-ready documentation.
Do you help with both business and personal taxes?
Absolutely. Your financial life is integrated — your tax plan should be too.
Do you only do tax planning?
We specialize in tax strategy and fractional CFO advisory. We support this with tax prep and bookkeeping for full-service clients. We don’t take on tax return-only engagements.
When will I start seeing results?
Many clients see savings in the first 30–90 days. And because we review the last 3 years of returns, immediate refund opportunities are common.
What kind of clients do you work with?
We serve physicians, agency owners, service businesses, and multi-entity entrepreneurs with $400K+ in taxable income who want a proactive, values-aligned approach.
What if I'm behind on taxes or books?
No shame here. We help with clean-up and back-office support — then move you into proactive strategy.
What's the ROI on your services?
Most clients see a 5x–25x return on investment. We track and share your tax savings quarterly.
What's included in your packages?
Every client receives a personalized tax plan aligned with their goals. Depending on the package, we include tax return prep, strategy implementation, bookkeeping, and CFO support.
What If Tax Season Didn’t Feel Like a Punishment?
Most business owners review their marketing, their profit and loss reports, and their employee performance — yet they avoid reviewing their taxes, the single biggest expense.
Why? Because it’s stressful. Because they don’t know what they don’t know. Because they’ve been taught to fear the IRS — when in truth, the IRS isn’t the enemy.
The enemy is silence. The enemy is waiting. The enemy is another year of financial decisions made without a strategy.
You deserve better.
At KB Tax, we don’t just file. We devise. With you, for you, and around your life. Our clients don’t just walk away with tax savings — they walk away with peace of mind, stronger wealth foundations, and a plan they can finally trust.
If you’ve been carrying the quiet fear that you’re missing something — you are. But we can fix it.
— before another quarter of opportunity quietly slips away.