[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download
[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download
Frequently Asked Questions
Yes. KDA proudly serves clients nationwide. Our advisors work virtually and can support you no matter where you’re located.
We offer both one-time tax plans and ongoing advisory. Most clients start with a one-time tax plan, then continue with recurring advisory services if they want year-round strategy support.
No. We charge a flat fee so you know exactly what you’re paying. This keeps everything transparent and ensures our recommendations are always in your best interest.
Yes. We offer financing options so every client can access advanced tax strategies today and pay over time.
Your initial plan is a one-time fee. After that, you have the option to continue with our advisory program for ongoing tax savings and strategy updates.
Yes. In addition to planning, we provide full-service tax preparation so your strategies are properly executed when you file.
Usually, we’ll ask for last year’s tax return, W-2s or 1099s, business financials, and any real estate or investment records. We provide a checklist tailored to your situation.
Absolutely. We handle IRS notices, audits, payment plans, and back taxes. Our team will help resolve your issues and set you up for future success.
We still have strategies for you. High-income W-2 earners and investors benefit from retirement planning, entity optimization, charitable strategies, and more.
Yes. While most clients rely on us directly for strategy, we also offer CPA training through our TPG program. If you’d like your CPA to be trained on advanced tax planning strategies, they can book a call with our team and get access to the same frameworks we use with clients.
We don’t just file taxes — we create forward-looking strategies using our proprietary MERNA™ framework. This proven system uncovers savings opportunities most firms overlook.
Yes. Our plans are designed for both immediate tax savings and long-term wealth growth. We update strategies as your life and tax laws change.
We don’t just hand you a binder. Our team helps with setup, execution, and coordination with your CPA or bookkeeper so strategies actually get done.
It starts with a one-time tax plan fee. From there, you can join our advisory program, which provides ongoing strategy, updates, and support year after year.
Advisory clients receive updates throughout the year, especially if laws change or your financial situation shifts.
No. While we specialize in business owners, investors, and high-income families, we also help individuals who simply want to stop overpaying taxes.
That’s fine. We work alongside them. Most CPAs handle compliance (filing taxes), while we focus on proactive strategy.
Yes. Real estate investors are one of our core client groups. We use advanced strategies like cost segregation, passive loss rules, and entity structuring to help investors reduce taxes and build long-term wealth.
Absolutely. We design tax strategies specifically for short-term rental operators, including deductions, material participation rules, and maximizing the STR loophole when available.
Yes. Whether you own your first rental property or a large portfolio, our strategies scale with your investments.
Yes. We advise on LLCs, S-Corps, partnerships, and trust structures to protect your assets and optimize your tax position.
We handle multi-state tax planning and compliance. Our team ensures you’re structured correctly no matter where your properties are located.
Yes. We help you navigate 1031 exchanges and other deferral strategies to keep your money working while minimizing capital gains taxes.
Yes. You can join our Private Client Group outside of the Tax Makeover Summit. However, pricing is based on our standard rates when you enroll outside of the event promotions.
The Private Client Group is our highest level of service — and the plan most of our top clients prefer. PCG members consistently save the most on taxes because they receive ongoing advisory, direct access to Karla and our strategist team, private Slack communication, and hands-on implementation support.
Beyond strategy, PCG gives you access to our exclusive network of tax-advantaged opportunities — including real estate investments, film tax credits, and oil & gas programs. These strategies are reserved for clients who want to maximize both tax savings and wealth growth. Membership also includes invitations to live private client events, where you connect with other high-level investors and business owners.
No. Many clients join PCG after the Summit, but you can also apply directly. Joining outside of the Summit is offered at our standard private client rates.
A one-time tax plan gives you strategies for immediate savings. PCG is ongoing — you get continuous updates, direct strategist access, Slack support, and opportunities to implement strategies through our vetted investment network.
The Private Client Group is highly selective — we only accept a limited number of new members each year. This ensures every client receives the highest level of tax strategy support, direct access to Karla, and priority implementation of advanced strategies like entity structuring, real estate tax write-offs, and investment-based savings opportunities.
The first step is to book a call with our team. We’ll review your situation, confirm eligibility, and determine if you qualify for PCG membership.
