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K & K Tax Services - Services

The staff of K & K Tax Services is available to provide assistance with your daily financial and personal needs. With backgrounds in banking, professional tax preparation and legal assistance, our team has the knowledge to help you, and your loved ones, maintain independence while knowing your day to day financial needs are being met. Busy professionals, elderly citizens, and small business owners- focus more on making or enjoying your money, and less on juggling bills and balancing your checkbook.

We provide objective advice that assures your personal matters are being handled by professionals with what we feel have the highest levels of technical expertise and without any conflict of interest.

You can count on our personal advisors for a comprehensive approach to personal wealth management integrated with your overall personal tax planning. Our deeply experienced team routinely provides trustworthy advice on issues ranging from retirement planning, gift and estate planning, investment management and planning, life insurance planning, tax compliance for trusts and estates, and business succession planning.

At the outset of the relationship and again at various milestones, we will conduct an extensive assessment of your complete financial situation. From this analysis and subsequent discussions, the team prepares recommendations designed to assist in managing your personal financial situation and improving financial performance.