Financial planning & tax filing for the high income self-employed.

Save time, money, and get back to what you love to do.

Financial planning is challenging for the self-employed.

It’s common to struggle with quarterly tax estimates, maximizing deductions, and creating a retirement plan without employer benefits. Without a clear plan, managing today’s finances and future stability can be stressful.

Maximize your income today and secure your future.

Equity compensation

Ease the stress of day-to-day financial management and feel confident about your financial future. Get a financial plan in place to to manage quarterly taxes, maximize tax deductions, and secure a robust retirement.

Get help with

  • Tax planning and tax returns
  • Tax reduction strategies
  • Personal v.s. business financial management
  • Appropriate insurance
  • Retirement planning

Relax and enjoy peace of mind with your plan in place.

Holistic planning

Holistic planning

KFA helped us put together a full plan to cover everything- college, retirement, cash flow- and we feel so much more at ease.

- Lisa and Salo Z.

Holistic planning

Tax strategies

KFA takes care of our wealth management and taxes—it’s so smooth, and they’re always finding ways to save us money.

- Winston and Josephine T.

Holistic planning

Trusted ally

KFA is more partner than provider and have helped us create a plan to reduce taxes and make payments on time.

- Susan R.

Client testimonials provided in accordance with SEC marketing ruleThe testimonials on this website are from actual clients who have used KFA financial planning services. They reflect the real-life experiences and opinions of those clients only. The experiences portrayed in the testimonials are personal to those particular clients, and may not be representative of all clients. KFA has not compensated any clients for providing testimonials..

Why have your financial planning and taxes under one roof?

An all-in-one partner ensures you maximize tax savings now and in the future. Relax with confidence.

Wealth Manager
  • Tax-efficient investment strategies
  • Short-term cash flow and long-term planning
  • All-inclusive, saving you time and avoiding costly oversights


Tax Filing

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Financial Planning

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Let's talk.

No hard sell, just lots of free ideas to answer your burning financial questions and see if we're a good fit.

Common questions include:

  • How do I pull everything together to make a comprehensive plan?
  • Am I missing out on any tax savings?
  • How do I ensure my family is set for the future?