K&P Financial, LLC was formed in October 2005 specifically geared to offering services in tax preparation. Prior to forming our company, for several years we worked for other tax professionals and it came to a point where we felt it was time to provide clients with the same services, but “our way”.

ConsultationWhile servicing our clients, it became clear that our vision should be focused on “educating”, not just “servicing”. With all the stress and frustration of just thinking about getting taxes prepared, clients didn’t care about understanding the process, they just wanted to get them done!

Today, the company, now incorporated has switched gears to provide educational training through seminars and one on one consultations. K&P Financial, LLC now operates as an accounting and tax services business, offering more than just tax preparation.

Our business services provide a range of accounting and business consulting to small businesses. We believe that it is important for business owners to gain control over their financial operations and run their businesses with confidence. Our tax services provide income tax preparation to individuals and small businesses. We aim to help clients obtain tax refunds, tax credits, and other government benefits. We deliver customized tax advice, as well as provide free tax education. All of these great services, at an affordable price.

EXPERIENCE

15+ Years in public accounting, auditing, financial analysis and tax related fields

PROFESSIONAL

MBA

Member, Metropolitan Business League

Member, National Association of Tax Professionals

SWAM Certified