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Our goal is to minimize your tax liability so you can keep more of your hard-earned money in your pocket. It really is just that simple. When you succeed, we succeed.

Staying abreast of current tax laws, we assure that you get all the tax credits and deductions that the tax code affords you.

In the grand scheme of things, tax time is ALWAYS right around the corner. We are here to prepare you and your business for the challenges and uncertainty of the tax season and to minimize or eliminate the uncertainty of your future.

We also offer retirement solutions and insurance options to individuals to help protect their families in death AND in life; and to small business owners to help protect them from financial loss, liabilities or instability in the event of the death of an owner or business partner to ensure that the surviving owner/partner can maintain the business and keep operations going.

Take Advantage of any combination of our services:


with Life Insurance you don't have to die to use.

Accurate and Timely filed tax preparation

We provide tax consultations and preparation for individuals, small businesses and tax exempt organizations.

Calculation of estimated taxes

We help you avoid interest and penalties by being proactive and preparing in advance for potential future tax liabilities.


We develop and help clients implement personal or small business financial goals through tax and other financial planning exercises.

Electronic filing

Get your returns filed quickly.

Refund Options

Get your tax refund faster and choose the delivery option that best suits your situation (Direct Deposit; Loaded Debit Card; Refund Anticipation Loan; etc.)  Not everyone's situation is the same.  We work to meet the specific needs of the client.

Tax extensions

Sometimes you need more time to get your ducks in order.  We can help.

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Client Testimonials

KAI Tax Professionals are great. They ask a lot of questions to make sure you get every benefit you are entitled to. They will meet you wherever you choose (i.e., home, work, coffee shop), and they don’t herd you in and out like cattle like some other larger establishments I’ve patronized in the past.

-J. Cohen


Having a tax professional who comes to me has been wonderful. Not only are they experts in their industry, they help me save money and time. 

- K. Rogers

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