Vision & Mission- KB Tax Deviser CPAs is the industry-leading advisory firm based in PA, that designs customized inventive tax strategies for small business owners and high-net-worth individuals, equipping them to live fruitful lives and leave lasting legacies for their families and beyond. We achieve this mission by tailoring our tax advising approach - we get to know our clients, their business, and their needs. Then we strategize and implement solutions that meet those needs. The financial goals of our clients are our passion. WHO WE WORK WITH: • Small Business Owners • Healthcare Practitioners • Professional Service Providers WHAT WE DO: Our full-service Bookkeeping & Accounting team of experts can help you with: Business Accounting including Quickbooks Management, Efficient Money Management, Forecasting and Investment Analysis Payroll consultations and Troubleshooting Personal & Family Financial Services including Cash Flow Planning and Budgeting, Virtual CFO Services including Financial Reporting, Tax Planning and preparation, and Risk Management Our goal as a tax advisory firm is to establish and sustain trust with each of our client relationships. We share our industry knowledge openly by communicating through our innovative tax planning/document portal. We respect your time with our prioritized correspondence practices. Our unmatched customer service makes us an industry-leading financial advisory team that you can count on for all of your personal and professional financial goals. We believe because you are unique, you need a unique approach to your taxes. In a nutshell, here's how we can accomplish a customized approach to your personal and professional goals: 1. We get to know you and all of your wants and needs. 2. We strategize with you how we can help you meet those goals. 3. We decide on a detailed plan together. 4. We implement the plan and keep in communication. 5. We assess and adjust with you.