Services & Packages | KB Tax Deviser CPAs
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Four levels of engagement · Built to grow with you

Choose where you are right now.

Every package is identical to the engagement letter – every line in writing. No surprises. Every level begins with a complete 3-year diagnostic before any work is recommended.
see the four levels

what holds at every level

Everything in writing

The page and the engagement letter say the same thing.

Diagnostic first

Three years reviewed before anything is recommended.

No surprises

No line appears later that wasn't agreed at the start.

Service packages

Four levels. Same standard of work.

No pricing is listed publicly. Every engagement is scoped to your specific situation following your 3-Year Tax Analysis. The right level depends on your income, complexity, and how much of the ongoing strategy and implementation you want handled for you.

Clarity

Know your strategy is right.

Tax Planning

  • Last 3 years tax returns review
  • Proactive strategy - current + future years
  • Deduction review & strategy planning
  • Legal entity optimization
  • Retirement & wealth planning
  • IRS code + court case documentation
  • Customized written PDF tax plan
start with clarity

MOST POPULAR

Confidence

Everything is handled.

+ Implementation + Tax Prep + Quarterly

Everything in Clarity, plus:

  • Core strategy implementation
  • Business tax return preparation
  • Individual tax return preparation
  • Quarterly estimated tax payments
  • Quarterly core planning & implementation
  • Quarterly 1:1 tax position review
  • Audit-ready documentation
start with confidence

Freedom

Your books. Always current.

+ Bookkeeping + Financials

Everything in Confidence, plus:

  • Monthly accounting
  • Financial statement reporting & insights
  • Bank reconciliations & month-end close
  • Transaction-level review & optimization
  • Ongoing tax opportunity identification
  • Streamlined systems for clarity
start with Freedom

COMMAND

Wealth architecture.

+ CFO Advisory

Everything in Freedom, plus:

  • Revenue, gross profit, net profit & net worth planning
  • Profitability analysis & transaction advisory
  • KPIs, dashboards, budgeting
  • Monthly or quarterly strategic meetings
  • Long-term wealth planning
start with command

Add-on services

Available standalone or bundled into any package.

Every engagement can be extended with the operational work that supports a clean tax position. Scoped at engagement.

1099 Filing & Vendor Management

Payroll Setup & Administration

Sales Tax Filing

State Nexus Evaluation

IRS Notice Resolution

Catch-Up Bookkeeping & Cleanup

QuickBooks Setup & Optimization

Entity Formation

Step one

Start with the diagnostic.

Before any package is recommended, we run a complete 3-Year Tax Analysis. We review your returns, identify every gap, and quantify what they’ve cost you – in dollars, before you commit to anything.

$91M

Saved across our client base

$50K-$400K+

Typical annual gap we close

5x-25x

First-year ROI on engagement
get your free 3-year tax analysis
We don’t engage clients we can’t help. If the opportunity isn’t there, we’ll tell you. No pressure. No unnecessary engagement. Just clarity.

FAQ

A few common questions.

Business advisory services include tax planning, financial analysis, cash flow management, business strategy, and guidance to improve profitability and support informed decisions.
Outsourced CFO services include financial planning, cash flow management, budgeting, forecasting, financial reporting, and strategic guidance for business growth.
Growing businesses that need expert financial strategy, cash flow guidance, budgeting, forecasting, and CFO-level support without hiring a full-time CFO.
KB Tax Devisers manages bookkeeping, financial reporting, payroll processing, reconciliations, and accounting support to keep your business finances accurate and organized.
Business advisory services include tax planning, financial analysis, cash flow management, business strategy, and guidance to improve profitability and support informed decisions.

Begin Here

See what your last three years cost you.

The Three-Year Look-Back is how every engagement begins. We review your returns, quantify the gap in dollars, and show you what a different structure delivers before you commit to anything.
Request a conversation

IMPACT BEYOND NUMBER

40-45 minutes

Your time is limited. We treat every minute of it that way.

no obligation

Honest insights. No Pressure.

100% confidential

Your information. Stays Protected.