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KB Financial Planning LLC
Tax & Financial Services
5.0 stars
6 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
Certified Financial Planner® (CFP®) Chartered Financial Consultant® (ChFC®) Enrolled Agent (EA)
About us
KB Financial Planning LLC provides full-service financial and tax planning, including tax preparation and filing. We specialize in supporting real estate investors, small businesses, and military personnel, helping you achieve your financial goals with individualized strategies specific to you (no cookie-cutter advice here!).
Specialties
Financial Planning
Fee-Only
Retirement Planning
Budgeting
Debt Management
Insurance Planning
Tax & Accounting
Tax Planning & Strategy
Tax Prep & Filing
RE Professional Status
MultiState Taxes
Business Taxes
Reviews (6)
5.0 stars
6 Reviews
5.0 stars
6 Reviews
0.0 star
0 Reviews
5.0 stars
2 months ago
Reviewed by
Kira Dentes
We had a great experience working with Kaylyn. She was knowledgeable and efficient. She worked around some scheduling considerations we had and completed our return quickly once we were able to get her our documentation. She researched and answered an unusual situation for us and made sure we filed everything correctly.
5.0 stars
2 months ago
Reviewed by
Darren Durkee
KB Financial Planning has provided first rate tax advisement and financial planning support to my wife and I. 5-stars---highly recommended!
5.0 stars
2 months ago
Reviewed by
Jess Chattin
Kaylynn is very knowledgeable and really helped my business!
5.0 stars
2 months ago
Reviewed by
Megan Blazer
Kaylyn is truly great! We have used her services for a few years. She helps with my small business taxes too! Informative, professional and has a really easy set up on her page. We switched from big name H&R block to KB Financial planning and couldn't be happier !
5.0 stars
2 months ago
Reviewed by
bev “daniel” chan
Kaylyn at KB Financial Planning gave me helpful, clear, and tailored answers to my tax questions. In a year when I was navigating homeownership as a taxpayer for the first time, Kaylyn's expertise and professionalism put me at ease. I would strongly recommend working with her. I love her philosophy -- as the KB website says, "hope is not a financial plan!" With Kaylyn's services, you don't need hope, because you will get knowledge, honesty, and so much more.
5.0 stars
2 months ago
Reviewed by
Neena Moorjani
Kaylyn and I used be colleagues and she was one of the best to work with. She is a great problem-solver and very wise. I would recommend any of my friends to her.
5.0 stars
2 months ago
Reviewed by
Kira Dentes
We had a great experience working with Kaylyn. She was knowledgeable and efficient. She worked around some scheduling considerations we had and completed our return quickly once we were able to get her our documentation. She researched and answered an unusual situation for us and made sure we filed everything correctly.
5.0 stars
2 months ago
Reviewed by
Darren Durkee
KB Financial Planning has provided first rate tax advisement and financial planning support to my wife and I. 5-stars---highly recommended!
5.0 stars
2 months ago
Reviewed by
Jess Chattin
Kaylynn is very knowledgeable and really helped my business!
5.0 stars
2 months ago
Reviewed by
Megan Blazer
Kaylyn is truly great! We have used her services for a few years. She helps with my small business taxes too! Informative, professional and has a really easy set up on her page. We switched from big name H&R block to KB Financial planning and couldn't be happier !
5.0 stars
2 months ago
Reviewed by
bev “daniel” chan
Kaylyn at KB Financial Planning gave me helpful, clear, and tailored answers to my tax questions. In a year when I was navigating homeownership as a taxpayer for the first time, Kaylyn's expertise and professionalism put me at ease. I would strongly recommend working with her. I love her philosophy -- as the KB website says, "hope is not a financial plan!" With Kaylyn's services, you don't need hope, because you will get knowledge, honesty, and so much more.
5.0 stars
2 months ago
Reviewed by
Neena Moorjani
Kaylyn and I used be colleagues and she was one of the best to work with. She is a great problem-solver and very wise. I would recommend any of my friends to her.