Tax Preparation

 At KDP Financial Group, we don’t just file taxes — we partner with you to create a strategy that minimizes your liability, maximizes your deductions, and keeps you compliant year-round. Our tax preparation services are tailored to fit your unique situation, so you can move confidently into the next financial year.

Whether you’re a W-2 employee, retiree, or self-employed professional, we ensure your return is accurate, compliant, and optimized for your benefit. Every return is reviewed for all eligible credits and deductions so nothing is left on the table.

From sole proprietors to S Corporations, we know what it takes to file accurately and strategically. We make sure your business deductions are maximized, your compliance is airtight, and your filings align with your long-term growth goals.

Preparation for Form 990, 990-EZ, or 990-N for 501(c) entities, ensuring transparency, donor compliance, and adherence to IRS nonprofit reporting standards.

As a proud supporter of our military community, we understand the unique tax situations faced by active duty members, veterans, and military families — including PCS moves, deployment pay exclusions, and state residency rules. We provide specialized guidance so you get every benefit you’ve earned.

We offer additional benefits to make tax season smoother for qualifying clients:

• In-Season Cash Advances – Eligible clients can receive up to $7,500 before their refund is issued.
   
• Pay-By-Your-Refund – Qualified clients can have their tax preparation fees deducted from their refund, eliminating the need for upfront payment.
   

Both options are subject to approval, lender deadlines, and eligibility requirements. Cutoff dates apply — please ask for details when booking.

 Personalized Attention: Every return is reviewed with your specific goals in mind.
 

• Year-Round Support: We’re here beyond tax season to help with planning and compliance.
   
• Audit-Ready Filing: Every return is prepared to withstand IRS scrutiny.