K&K Financial Services LLC Welcomes You
BOUTIQUE FIRM PERSONALIZATION WITH LARGE FIRM SOPHISTICATION
At K&K Financial Services, we want you to feel like you are our only client. We will provide you with personal attention along with the sophisticated, forward-looking strategy you deserve.
Our Mission
K&K Financial Services professionals have been providing clients personalized tax and accounting services throughout the Southlake/Keller area since 2009. With our certified training and expansive financial knowledge, we are equipped to handle all of your accounting, tax, and financial planning needs. Whether you require assistance at the corporate or personal level, we are ready to serve you.
Our goal is to provide each of our clients the best accounting and tax services possible whether the services required are relatively simple or extremely complex. Our individual clients know we care about their specific needs and our business clients know we will do everything in our power to help minimize their tax obligations.
Tax Preparation Services
Your tax return can be filed electronically so you will get a refund back quicker. We have a commitment to quality and well-rounded support. You can depend on us to provide you with excellent customer service and deliver the outstanding level of tax assistance that you deserve.
Tax Preparation - Individual
Pro-Active Tax Planning
Amended & Back Tax Return Preparations
Multi-State Income Tax Preparation
Electronic Filing
Tax Preparation - Business
Pro-Active Tax Planning
Corporations
S Corporations
Partnerships
Foundations
Non-Profit Entities
Accounting Services
Managing the accounting needs of a business is not only a full-time job, it’s a complex one. We provide accounting and bookkeeping services as well as Quickbooks support and training so you can spend your time managing your business, not struggling with your accounting software.
Large and Small Business Accounting
Financial statement preparation
Monthly and Year-End Closing & Analysis
Account Reconciliations
Quickbooks setup/New Company File
Quickbooks training
Existing data file clean up
Custom Reporting
Tax Planning Services
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and can provide tax saving strategies to save you tax dollars. We strive for our clients to pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
Defer income so you can keep your money now and pay less taxes later, such as utilizing certain investment choices such as pension plans, retirement contributions, and other similiar plans.
Timing consideration when deciding to hold or sell investments to maximize tax savings.
Adjusting tax withholdings for maximum benefit. Ultimately, your goal should be to break even, or get as close to it as possible.
Keeping an eye out for tax deductions or determine whether bunch deductions would be beneficial.
Put estimated quarterly tax payments on your calendar. If you are self-employed, you’ll need to pay the IRS taxes in quarterly installment to avoid penalties down the line.
Contact Us
280 Miron Drive, Southlake, TX 76092
Phone: (817) 749-0722
Fax: (817) 749-0723