KDG + Kennedy & Associates

January 9, 2025

Dear Clients,

Once again, its that time of year when we reach out to get the tax reporting ball rolling.

But – based on a story that takes way too long to tell here, I am announcing that 2025 will be my final year working. However, since I have known many of you for five, ten, twenty years, and longer, I cannot just cast you out into the cold. I am pleased to announce that after interviewing sixteen potential buyers from Maryland to Long Island, I have come to terms with Kyle David, owner of the Kyle David Group LLC.

Kyle owns and operates an IT company nationwide and also has a growing tax practice. Making a robust move of adding over 200 new clients is a big step, so I asked Kyle about his plan to make a successful transition. He showed it to me, and he is indeed capable of this move. His tax director, Michele, is a CPA with more than twenty years of experience. She also has a Juris Doctorate, so she is educationally well-rounded. The KDG Group is sufficiently staffed and is a well-experienced company. We are in the process of moving your data files securely and your hard copies safely. From Kyle, to Michele, to the tax staff, to Adam and Dan in the IT department, they have all been extremely easy for me to work with, and I am confident they will be the same with you.

But wait – there’s more: I will be working through this tax season alongside Kyle, Michele, and their staff to make the transition as smooth as possible. No return will go out without me seeing it. I completely trust and am satisfied with the professionalism, technical skills, communication skills, tax and analytical knowledge, and experience of KDG and its staff (or I wouldn’t have selected them!). Every return typically has something that makes it different, and I want to make sure that everything goes out as it should. I will check for the subtle nuances of your return and pass them on to maintain high-quality professional work.

It is very difficult for me to put into words how grateful I am to have had the opportunity to be of service to you over the years and decades. I have been there to see many of you get married, have children, send them to college, face the deaths of loved ones, open and grow new businesses, begin and succeed in real estate investing, plan for your future, and emerge successfully from all of these life events. Thank you for trusting me.

In closing, please again accept my thanks and gratitude. As you have heard me say for many years: “By the power vested in me by the New Jersey State Board of Accountancy, we now return you to your regularly scheduled life, already in progress.”

Sincerely and gratefully,
James H. Kennedy, CPA