Our Services
Proactive Strategy. CPA Discipline.
Whether you have outgrown DIY software or are tired of a CPA who only looks in the rearview mirror, you deserve a strategic partner. We provide the discipline and foresight needed for those whose financial lives have moved beyond a standard tax return.
What We Offer
We meet you where you are with flexible ways to engage. Whether you need expert tax filing this season, a safety net for year-round questions, or a strategic partner to plan your future, our goal remains the same: to be the dedicated partner in your corner.
Ways To Partner With Us
Kindled CFO: The Strategic Partner.
Annual Engagement | Billed Monthly. Our highest level of support. We don’t wait for you to call; we analyze your options and schedule the strategy sessions to save you money.
Tax Prep Included: Your annual tax filing fee is fully covered by your membership.
Proactive Planning: We meet mid-year to project taxes and adjust strategy before Dec 31st.
Holistic Review: We analyze cash flow, withholding, and major life changes (home buying, college planning).
Scenario Modeling: "What-if" analysis for S-Corp elections, RSU vesting, or major purchases.
Advisor Coordination: We speak directly with your financial advisor to ensure tax efficiency.
Pricing: Starting at $250/month
Kindled Access: The Safety Net.
Annual Engagement | Billed Monthly. Finally, a CPA who doesn’t charge by the hour to answer a question. This is insurance for your financial life.
Tax Prep Included: Your annual tax filing fee is fully covered by your membership.
Unlimited Email Support: You drive the conversation. Reach out year-round as questions pop up without a new bill.
IRS Notice Protection: We handle the review and response to any tax letters on your behalf.
Pricing: Starting at $125/month.
Tax Compliance: The Annual Reset.
Best for organized families and business owners who just need the paperwork done right. We handle your annual return with CPA precision, transparent pricing, and personalized video walkthroughs. Includes Federal & State filing, digital delivery, and filing-period support.
Add-On & Project-Based Services
Customize your partnership or get help with a specific hurdle. Pricing is based on scope and complexity.
Outsourced Controller Support: High-level financial oversight, cash flow management, and internal control reviews for growing businesses.
Integrated Bookkeeping Solutions: We partner with vetted, professional bookkeeping firms to ensure your records are tax-ready. We oversee the quality control so you have a seamless, one-stop shop team.
One-Time Consulting & Strategy: Some common ways we have helped our clients in the past are listed below.
Entity Selection Analysis (LLC vs. S-Corp)
Financial System Transitions & Digital Migrations
IRS & State Resolution Support
Contact us.
Connect with a CPA who does more than just tax prep; someone who helps you plan ahead, ask better questions, and make confident decisions year-round.
Email:
info@kindledplanning.com
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