Services

Tax Preparation
Individual Tax Preparation – Federal/State
$279.00

At KW Financial Services LLC, we make filing your taxes simple, accurate, and stress-free. Our Individual Tax Preparation service is designed to help you get the maximum refund while staying fully compliant with IRS requirements. For just $279, one of our trusted tax professionals will:

  • Review your income, deductions, and credits to ensure nothing is missed
  • Apply smart tax-saving strategies tailored to your situation
  • File your return electronically for faster processing and quicker refunds
  • Provide year-round support and helpful tips to keep you financially confident

We combine expert knowledge with personal care—because your peace of mind is worth more than just numbers on a form.

Business Income Tax Return
$419.00

Running a business is hard work—filing your taxes shouldn’t be. At KW Financial Services LLC, we make small business tax preparation simple, accurate, and stress-free. For just $419, our experienced tax professionals will handle your business return from start to finish, helping you keep more of your profits and avoid costly mistakes.

We’ll:

  • Review income, expenses, and deductions to ensure every detail is accounted for
  • Apply smart, compliant tax strategies tailored to your business structure
  • File your federal and state returns electronically for faster results
  • Provide year-round guidance to help you stay organized and prepared for next tax season

Let us take the guesswork out of your business taxes so you can focus on what matters most—growing your business.
Book your Small Business Tax Preparation today and file with confidence!

$1 Tax Strategy Consultation
$1.00

Need clarity on your tax situation? Book your Free Tax Strategy Consultation today!

This complimentary session is designed to give you a foundational understanding of your tax planning needs, whether you are an individual, small business owner, or new corporation.

What You Can Expect During Your Free Consult (15-20 Minutes):

Initial Assessment: We will review your current situation (e.g., entity type, income sources, recent changes) to identify areas of immediate concern.

Strategy Overview: We'll discuss potential tax-saving opportunities and essential compliance requirements relevant to you.

Next Steps: We will outline the specific professional services you need to minimize liability, maximize returns, and plan for future growth.

This $1 consultation is the first step toward smart, compliant, and optimized tax management. There is no obligation to purchase further services—just valuable insights to start your tax planning journey right.

Business Formation
Business Formation
$249.00

Starting a business can feel overwhelming—but KW Financial Services LLC is here to make it simple. We guide new entrepreneurs every step of the way, whether you’re forming an LLC, C Corporation, S Corporation, or Sole Proprietorship. Our service includes:

  • Business name search to make sure your brand stands out
  • EIN registration for taxes and banking
  • State filings with the Secretary of State
  • Assistance with your website domain so your online presence is ready to go

We handle the paperwork and details, so you can focus on launching and growing your business with confidence.

Nonprofit Formation & 501(c)(3) Application
$749.00

Turn your vision for change into a fully recognized nonprofit with help from KW Financial Services LLC. For just $749, we’ll take care of the complete setup process and guide you every step of the way toward tax-exempt status.

Our Nonprofit Formation Package includes:

  • Full nonprofit business setup with the Secretary of State
  • IRS 501(c)(3) tax exemption application (Form 1023) preparation and submission
  • EIN registration for your organization
  • Name search and documentation assistance
  • Guidance and support to help you stay compliant with state and federal requirements

We handle the details so you can focus on what matters most — serving your mission and making a difference.

;