Making the Tax Code Work For You
Navigating the tax code can feel overwhelming, especially for growing businesses competing with large corporations that have entire teams dedicated to strategy. At KDG, we level the playing field by helping you identify opportunities, reduce liabilities, and stay compliant. Our proactive approach ensures the tax code works for you, not against you, so your business can focus on growth with confidence.
Certified Partners
I cannot recommend KDG’s Tax Department enough!
Thanks to their strategic planning and deep understanding of tax laws, I was able to save a significant amount on my tax liabilities, which had a profound impact on my financial situation
Jose Rodriguez
Tax Strategy + Technology = Operational Excellence
At KDG, we blend advanced technology with strategic tax planning to help businesses control their financial future. Our Tax & Audit Group leverages AI, automation, and data-driven insights to minimize liabilities and strengthen compliance. By focusing on proactive planning and risk management, we help you meet requirements while building operational excellence that supports long-term growth.
A Year-Round Approach to Tax Planning
Tax planning doesn't happen once a year—it's an ongoing process. KDG partners with you year-round, providing continuous strategy, compliance monitoring, and financial analysis. By understanding your business at every level, we uncover credits, deductions, and opportunities others may miss. This proactive approach reduces surprises, maximizes savings, and keeps you ahead of regulatory changes.
Make Tax Extensions Obsolete
On-time filing is about more than avoiding penalties—it ensures financial stability. KDG combines tax preparation with accounting, bookkeeping, and outsourced CFO support to keep financials predictable and operations running smoothly. With accurate reporting, forecasting, and compliance oversight, we eliminate last-minute scrambles and extensions, giving you peace of mind and more time to focus on growth.
We’ll Help You Answer
72% of small business owners have changed their CPA, saying they only gave reactive service, not proactive advice.
Your Journey to Tax Efficiency with KDG
From day one, we focus on making your transition smooth and stress-free. Our team learns how your business operates, reviews past filings, and takes over communication with tax authorities so you don’t have to. Most importantly, we uncover opportunities and design a proactive tax strategy that saves you time, reduces liabilities, and sets you up for long-term success.
With KDG, you gain the advantage of fixed monthly tax service costs—even as work fluctuates throughout the year—so you get consistent support without unexpected surprises.
Monthly
Tax liability review and tax filing.
Quarterly
Financials and fixed-asset reviews.Get guidance and feedback on your financial statements to stay current with tax regulations.
Annually
Tax return hands-on consultation & prep.Get hands-on guidance for your personal or business return to ensure timely, correct submission.
As Needed
Strategy advisement and guidance.Keep your confidence when tax rules and regulations change – we’re here to answer your questions any time!
Tax Engagement Pricing That Fits Your Needs
| Tax Return Type | Starting Price | Typical Scenario | Included Services |
|---|---|---|---|
| 1040 Basic | $750 | W-2 income, interest, and dividends with standard deduction | Individual return with no itemization |
| 1040 with Schedule C (Business) | $1,000 | Sole proprietor | Includes one business and basic bookkeeping review |
| 1040 with Schedule E (Rental) | $1,500 | Joint return with multiple rental properties | Up to 25 rental properties and multi-state filings |
| 1065 Partnership | $1,800 | 2–3 partners | Preparation of 3 K-1s, balance sheet review, and income allocation |
| 1120S S-Corporation | $2,200 | Small S-Corp | Includes reasonable compensation analysis and year-end adjustments |
| 1120 C-Corporation | $2,500 | Closely held corporation | Includes book-to-tax reconciliations and corporate adjustments |
Expert CPAs You Can Trust
Behind every KDG tax strategy is a team of experienced CPAs dedicated to your success. Our professionals bring deep knowledge of the tax code, regulations, and financial best practices that keeps you compliant, minimizes liabilities, and drives smarter financial decisions year-round.
Ramon Martinez, CPA
Senior Tax Accountant
Ramon Martinez is a Senior Tax Accountant with expertise in financial planning, analysis, and advisory services. Before joining KDG, Ramon served as a finance leader at Ernst & Young Americas, lead planning teams and supported business leadership teams in an advisory role on profit, working capital, operating costs, and investments.
Michael Altmire, CPA
Senior Tax Accountant
With experience at the IRS and a background in real estate consulting, Michael has helped individuals and families strengthen their financial literacy, enabling confident, informed decision-making. His emphasis on education, transparency, and long-term strategy has made him a trusted advisor in his field.
KDG’s approach to working with clients is truly what sets them apart from their competition. They do a great job of understanding your business, your goals, and where they fit into your business’ success.
You hire KDG because of their capabilities, but you continue to work with them for any new project because their approach to tailoring their work to your business is unique.
Kyle Allen, VP & General Manager, Managed Services Company
Why choose KDG?
When you partner with KDG, you’re working alongside a team of certified professionals that can turn any complicated tax jumble into a clear, compliant, and effective strategy.
Disclaimer
Please note that audit services will be provided by KDG Accounting, P.C., an independent third party separate from The Kyle David Group, LLC. The involvement of KDG Accounting, P.C. in our audit processes is to ensure accuracy and compliance with relevant standards, and their role is strictly limited to these services.
