Our Services
As your CPA-led Personal CFO, we look beyond the tax return to provide proactive strategy for real life. We don’t sell products or manage investments, we simply deliver the clarity and guidance you need to move forward.
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 CFO to plan your future, our goal remains the same: to be the dedicated partner in your corner.
Ways To Partner With Us
Tax Compliance (Filing Only)
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 flat-rate pricing, and personalized video walkthroughs. Includes Federal & State Filing, Digital Delivery, and Filing-Period Support.
Kindled Access
The Safety Net. Finally, a CPA who doesn’t charge by the hour to answer a question. Best for clients who manage their own finances but want a CPA to confirm the rules and clarify next steps. Stop Googling your tax questions and get professional answers before you act.
Includes: Everything in Tax Compliance, PLUS:
Unlimited Email Support: Ask questions year-round without hourly billing.
"Quick Check" Calls: Schedule a focused 15-minute call to solve complex issues.
IRS Notice Protection: We handle the review and response to any letters.
Pricing: Starting at $100/mo (Includes your annual tax return fee).
Kindled CFO
The Strategic Partner. Best for business owners and equity compensation holders who want to be proactive, not reactive. We don't wait for you to call; we analyze your specific options to save you money.
Includes: Everything in Kindled Access, PLUS:
Proactive Planning: We meet mid-year (Sept/Oct) 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: We run the numbers on “what-if” scenarios to guide timing, amounts, and tradeoffs when decisions have material tax impact.
Advisor Coordination: We speak directly with your financial advisor to ensure tax efficiency.
Pricing: Starting at $250/mo (Includes annual tax return).
Add-On & Project-Based Services
Customize your subscription or get help with a specific hurdle. Pricing is based on scope and complexity.
Full-Service Bookkeeping (Monthly Add-On) Upgrade from a quarterly review to full hands-off management. We handle the transactions and reporting needs; you focus on growth.
One-Time Consulting & Projects CPA-led strategy sessions for targeted needs. We handle scope-specific hurdles such as: Entity Selection Analysis (LLC vs. S-Corp), Back-Year Tax Filings, IRS Resolution, Bookkeeping Cleanup, and Financial System Transitions.
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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