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Four levels of engagement · Built to grow with you

Choose where you are right now.

Every package is identical to the engagement letter - every line in writing. No surprises. Every level begins with a complete 3-year diagnostic before any work is recommended.

Service packages

Four levels. Same standard of work.

No pricing is listed publicly. Every engagement is scoped to your specific situation following your 3-Year Tax Analysis. The right level depends on your income, complexity, and how much of the ongoing strategy and implementation you want handled for you.

CLARITY

Know your strategy is right.

Tax Planning

  • Last 3 years tax returns review
  • Proactive strategy - current + future years
  • Deduction review & strategy planning
  • Legal entity optimization
  • Retirement & wealth planning
  • IRS code + court case documentation
  • Customized written PDF tax plan
Start with Clarity →
MOST POPULAR

CONFIDENCE

Everything is handled.

+ Implementation + Tax Prep + Quarterly

Everything in Clarity, plus:

  • Core strategy implementation
  • Business tax return preparation
  • Individual tax return preparation
  • Quarterly estimated tax payments
  • Quarterly core planning & implementation
  • Quarterly 1:1 tax position review
  • Audit-ready documentation
Choose Confidence →

FREEDOM

Your books. Always current.

+ Bookkeeping + Financials

Everything in Confidence, plus:

  • Monthly accounting
  • Financial statement reporting & insights
  • Bank reconciliations & month-end close
  • Transaction-level review & optimization
  • Ongoing tax opportunity identification
  • Streamlined systems for clarity
Step into Freedom →

COMMAND

Wealth architecture.

+ CFO Advisory

Everything in Freedom, plus:

  • Revenue, gross profit, net profit & net worth planning
  • Profitability analysis & transaction advisory
  • KPIs, dashboards, budgeting
  • Monthly or quarterly strategic meetings
  • Long-term wealth planning
Take Command →

Add-on services

Available standalone or bundled into any package.

Every engagement can be extended with the operational work that supports a clean tax position. Scoped at engagement.

  • 1099 Filing & Vendor Management
  • Payroll Setup & Administration
  • Sales Tax Filing
  • State Nexus Evaluation
  • IRS Notice Resolution
  • Catch-Up Bookkeeping & Cleanup
  • QuickBooks Setup & Optimization
  • Entity Formation

Not sure which level fits?

Most clients start with Confidence.

It's where the strategy gets implemented and you get full visibility into your tax position throughout the year. As your needs evolve, many move to Freedom for integrated bookkeeping, then to Command for full CFO-level advisory.

We'll guide you through the right fit during your 3-Year Tax Analysis — so you're not guessing, and you're not paying for more than you need.

Every engagement includes

The work behind the work.

3 yrs

Of returns reviewed before any recommendation is made

100 %

Of strategies referenced to IRS code and case law

0

Audit issues since 2017 — zero ambiguity, ever

Step one

Start with the diagnostic.

Before any package is recommended, we run a complete 3-Year Tax Analysis. We review your returns, identify every gap, and quantify what they've cost you - in dollars, before you commit to anything.

Get Your Free 3-Year Tax Analysis →

We don't engage clients we can't help. If the opportunity isn't there, we'll tell you. No pressure. No unnecessary engagement. Just clarity.

$77M+

Saved across our client base

$50K–$250K+

Typical year-one savings

5x-25x

First-year ROI on engagement

FAQs

Frequently Asked Questions About Small Business Tax Strategy

KB Tax Devisers provides year-round, proactive tax advisory services that identify legal savings opportunities, optimize your business structure, and reduce your tax liability before the year ends, not after.

The Outsourced CFO service gives business owners executive-level financial oversight, including cash flow management, profitability analysis, and strategic planning, without the cost of hiring a full-time CFO.

Business owners with $1M or more in revenue who need financial clarity, better decision-making data, and a strategic partner to help scale their business are ideal candidates for this service.

KB Tax Devisers manages bookkeeping, payroll processing, and tax preparation with precision and timeliness, ensuring your financials are always accurate, compliant, and ready to support smart business decisions.

The business advisory service covers entity structuring, growth strategy, and operational guidance. KB Tax Devisers helps business owners make informed decisions that protect assets, improve profitability, and reduce long-term tax exposure.