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/ 1099 Tax Services
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Tax Strategy for Legal & Financial Professionals

Whether you’re a solo attorney, partner, or independent advisor, we help high-income professionals reduce tax liability, structure smarter, and stay compliant — discreetly and efficiently through our tax services for attorneys and advisors

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Get a Tax Plan Built for My Practice

Built for Professionals Managing Clients — and Complex Compensation

  • Law firm partners and associates
  • Solo attorneys, estate planners, and mediators
  • Financial advisors (RIA, broker-dealers)
  • Real estate brokers and capital consultants
  • Fractional CFOs, legal consultants, and experts
  • Professionals with 1099 + W-2 hybrid income
  • Multi-entity earners and firm owners with $250K+ net income

Tax & Structuring Services for Trusted Professionals

  • Entity structure setup (S-Corp, LLP, PLLC)
  • Quarterly tax projections & estimated payments
  • W-2 + K-1 + 1099 hybrid income strategy
  • Partner distribution planning
  • Accountable Plan + fringe benefit optimization
  • Bookkeeping support or CPA coordination
  • Audit-ready documentation + discretion
  • Optional premium advisory for firm partners

Strategic Planning, Tailored to High-Earning Experts

  • Augusta Rule (renting to your own firm)
  • S-Corp compensation modeling
  • Defined benefit plan design for high-deposit retirement
  • Multi-entity layering for legal protection + tax leverage
  • Real estate write-offs for office ownership
  • Business meals, travel, and marketing optimization
tax services for attorneys and advisors

Step 1

Schedule a private strategy call with our senior tax team

Step 2

We review your past filings, firm structure, and income breakdown

Step 3

You receive a tax plan focused on both immediate savings + long-term structure

Step 4

Execute with us or upgrade to full-service quarterly advisory

What Legal & Financial Pros Say About KDA

“They built my tax strategy like a business. Not just a return.”
 — Angela F., RIA Advisor, Irvine

“I run a boutique firm and never had a CPA go this deep. Their team saved us $37K in year one.”
 — David K., Law Firm Partner, Costa Mesa

“Fast, discreet, and sharp — I refer clients here regularly.”
 — Victor R., Real Estate Consultant, Orange

Serving Legal & Financial Professionals in Orange County and Nationwide

Whether you’re managing a firm or advising clients 1:1, we support professionals through our tax services for attorneys and advisors in:

Our Services

Our long line of award-winning services shows we put our clients’ goals above all else. We are committed to helping you be the best you can be before, during, and after tax season.

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About KDA

We’re a nationally-recognized, award-winning tax, accounting and small business services agency. Despite our size, our family-owned culture still adds the personal touch you’d come to expect.

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You Advise Others — Let Us Protect Your Bottom Line

We speak your language and deliver discreet, high-level strategy for real professionals — not amateurs.
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