Don’t Just File Taxes. Plan for Them.

CPA-led tax preparation and proactive personal CFO strategy for innovators, owners, and investors. Serving high-impact clients virtually across the U.S. and by appointment at our Massachusetts studio.

Send Us a Message

Mother and daughter smiling at breakfast table — representing Kindled Planning’s family-focused financial approach.

Professional reviewing finances with calculator and notes — integrated tax and financial planning by Kindled Planning.

Financial planning charts and budget analysis on desk — Kindled Planning tax strategy and advisory services.

Two-story family home with driveway — symbolizing long-term wealth and homeownership planning by Kindled Planning.

About Us

Kindled Planning is a digital-first CPA practice built for financial complexity. We bring "Big Business" expertise to your virtual kitchen table, offering accurate tax preparation today and the personal CFO guidance you need to navigate RSUs, S-Corp conversions, and rental portfolios. While we have deep roots in Massachusetts, our boutique model is designed for high-impact families nationwide who value clarity, direct expert access, and proactive strategy.

Learn more

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.

Small business CFO services icon — integrated business and personal financial management by Kindled Planning.

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.

Insurance and estate guidance icon — coverage review and estate planning support for families and businesses.

Small Business CFO Services

Stop overpaying taxes. We help successful founders scale with strategic entity selection and integrated cash flow oversight.

Retirement education icon — guidance on savings, tax-efficient income, and retirement planning by Kindled Planning.

Retirement Tax Optimization

Optimize withdrawal strategies to minimize liability and keep your effective tax rates low in your next chapter.

Education and college planning icon — financial planning for tuition savings and education costs by Kindled Planning.

Major Life Event Planning

Navigate major transitions like home buying, college planning, or business exits with absolute financial clarity

Budget and cash flow planning icon — personal finance management and spending strategy services by Kindled Planning.

Tax Strategy & Planning

Proactive year-round strategies to minimize liability and maximize what you keep.

Tax strategy and preparation icon — CPA-led tax planning and filing services by Kindled Planning.

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.

Learn more

Mother working on laptop while holding young child — illustrating Kindled Planning’s family-centered, technology-enabled financial approach.

Our Approach

Your financial life is unique, so our partnership should be too. We provide three clear paths to move you from seasonal paperwork to year-round clarity.

CPA Tax Compliance: The Essential Foundation. We handle your annual tax return with CPA precision, transparent pricing, and clear explanations so you can file with confidence and move on.

The Personal CFO Upgrade: Proactive Strategic Partnership. Move from reacting in April to planning ahead with a CPA available year-round to model equity vesting or analyze entity changes.

Strategic Consultation: Targeted Solutions. CPA-led help for specific hurdles, from IRS notice resolution and 83(b) elections to one-time entity selection analysis.

Person using a blue calculator and keyboard — representing financial clarity and Personal CFO services by Kindled Planning.

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.

Read Blog

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

Social: