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Strategic Tax Planning

Year-round tax guidance to optimize your savings using the latest legal strategies.

Transcend conventional tax planning

Maintain ongoing communication with a seasoned tax professional who will carefully analyze all critical aspects of your financial situation to devise the best possible tax solution. You’ll continue this endeavor throughout the year to ensure you don’t miss a beat!

Maximize your tax deductions

Taking a deep dive will shed light on otherwise missed opportunities so you can achieve optimal savings with minimal effort. Think of it like going over every potential deduction with a fine-tooth comb.

Keep the IRS off your back for good

Our seasoned tax experts are careful and don’t cut any corners. That means each tailor-made strategy is 100% legal, so you’ll be able to save more without worrying about the IRS.

Maintain complete control of your fortune

Knowledge is power and Strategic Tax Planning gives you a full understanding about where you sit financially and where you’re headed. This invaluable information will give you the insights needed to make the best possible decisions with your wealth.

Optimal savings in 7 strategic steps

Rome wasn’t built in a day, nor will your tax plan be. To ensure absolute success, we’ll:

  1. Help you get organized, allowing you to have a fool-proof tax plan.
  2. Review your past to identify the best opportunities based on your recent taxes.
  3. Assess your current situation, providing a solid baseline to work from.
  4. Understand your vision so we can help you save in all the right areas.
  5. Implement the strategies best leveraged for your specific goals.
  6. Continue the conversation because your tax savings aren’t a one-time thing.
  7. Only work with the best, most qualified team – the KDA family

2023 PERSONAL
TAXES ARE DUE:

0 Days

2023 BUSINESS
TAXES ARE DUE:

0 Days

END OF THE 2023
YEAR:

0 Days

Much more than tax prep.

Additional Services

TAX PREPARATION
& FILING
BOOKKEEPING
& PAYROLL
ENTITY STRUCTURE
& FORMATION
COST
SEGREGATION
AUDIT
REPRESENTATION
CORPORATE
TAXES

Industry Specializations

Our mission is to help businesses of all shapes and sizes thrive year-round. We leverage our award-winning services to analyze your unique circumstances to receive the most savings legally.

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.