Don’t Just File Taxes. Plan for Them.
CPA-led tax strategy and proactive personal CFO services for equity earners and professionals navigating high-impact financial lives. Nationwide virtual reach. Massachusetts roots.
About Us
Kindled Planning is a digital-first CPA practice built for complexity. Most tax firms are backward-looking, they record what happened last year when it’s already too late to change the outcome. We provide the year-round foresight required when your success moves beyond a simple W-2. By acting as your Personal CFO, we ensure your tax strategy is an asset that grows alongside your career and your investments.
Our Services
Equity Compensation Guidance
Turn stock options, RSUs, and ESPPs into lasting wealth. We navigate the unforgiving tax rules of equity that most local CPAs fail to service well.
Real Estate Investor Tax Strategy
Maximize your cash flow. We specialize in cost segregation, 1031 exchanges, and passive loss rules for the growth-minded investor.
Small Business CFO Services
Stop overpaying taxes. We help successful founders scale with strategic entity selection and integrated cash flow oversight.
Retirement Tax Optimization
Optimize withdrawal strategies to minimize liability and keep your effective tax rates low in your next chapter.
Major Life Event Planning
Navigate major transitions like home buying, college planning, or business exits with absolute financial clarity
Tax Strategy & Planning
Proactive year-round strategies to minimize liability and maximize what you keep.
Tax Preparation & Compliance
Stress-free annual filing handled with CPA precision and total accuracy.
Explore How We Can Help
Start with a high-precision tax return, then stay for the proactive partnership of a CPA in your corner year-round.
The Complexity of Success
Your financial success rarely stays in one lane. It often begins with equity compensation (RSUs, ISOs, ESPPs) and evolves into new ventures; whether that is a growing private business or a rental property portfolio. We specialize in this transition. By anchoring our strategy in the technical nuances of equity comp, we naturally bridge the gap for the business and real estate interests that follow. We ensure your tax plan isn't a series of separate "buckets," but a single, unified engine. Our clients partner with us in three ways:
Filing: The Essential Foundation. Expert CPA preparation for your annual return with a personalized video walkthrough.
Guidance: The Proactive Checkpoint. A mid-year strategy session to eliminate surprises and identify savings in real-time.
Strategy: The Personal CFO Partnership. High-touch monitoring of your vesting schedule and "what-if" modeling before you act.
Featured Resource
What Is a Personal CFO, and Why They’re Possible Now
Feeling overwhelmed by money decisions, apps, and advice? This post explores what financial clarity actually feels like and how a Personal CFO helps busy families and business owners move from scattered to strategic with a clear, aligned plan.
Contact us.
Connect with a CPA who does more than just file; someone who understands your specific slice of complexity. At Kindled Planning, you never work with a junior associate. You get a dedicated strategist in your corner year-round.
Email:
info@kindledplanning.com
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