Skip to content
×
Try PRO Free Today!
BiggerPockets Pro offers you a comprehensive suite of tools and resources
Market and Deal Finder Tools
Deal Analysis Calculators
Property Management Software
Exclusive discounts to Home Depot, RentRedi, and more
$0
7 days free
$828/yr or $69/mo when billed monthly.
$390/yr or $32.5/mo when billed annually.
7 days free. Cancel anytime.
Already a Pro Member? Sign in here
Pick markets, find deals, analyze and manage properties. Try BiggerPockets PRO.
x

Business Page


business profile image

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)

More ways to connect


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

reviewer image
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.
reviewer image
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!
reviewer image
5.0 stars
|
2 months ago
Reviewed by Jess Chattin
Kaylynn is very knowledgeable and really helped my business!
reviewer image
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 !
reviewer image
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.
reviewer image
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.
reviewer image
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.
reviewer image
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!
reviewer image
5.0 stars
|
2 months ago
Reviewed by Jess Chattin
Kaylynn is very knowledgeable and really helped my business!
reviewer image
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 !
reviewer image
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.
reviewer image
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.

Our Team


Kaylyn Bugay