Tax Services

Your Future, Strategically Planned

Why Tax Planning Matters
K-Co Finance Tax Services

Tax Services for Private Citizens and Small Business

For individuals and business owners, strategic tax planning isn’t optional—it’s essential. K-Co Finance helps you manage the full spectrum of tax needs, from complex compliance and filing requirements to building a clear, proactive strategy that maximizes tax-preferred deductions and credits while keeping your financial plan aligned and efficient.

Tax Preparation through K-Co Tax

    • Year-round business tax planning

    • Planning for liquidation events

    • Audit representation, correspondence and support

    • Entity selection and restructuring

    • Compliance with federal, state and local tax laws

    • Employee retirement plan and benefits optimizatio

    • Income tax planning & compliance

    • Federal, state & local audit representation

    • Charitable planning, including multi-generational

    • Tax deferral, retirement plan optimization & distribution strategies

    • State/local tax minimization

    • Asset allocation across different types of accounts

    • Residency planning

    • Private, concentrated public stock, and stock option solutions

    • Estate & gift tax planning, including asset protection

Who We Serve

  • Individuals

  • Corporations

  • Partnerships

  • Trusts and Estates 

  • Nonprofits/Foundations 

  • Gift Taxes

Learn more about tax planning

Why Tax Planning Matters