Feeling like you're lost in the financial wilderness? Wrestling with tax forms like they're a wild IRS beast? It's time to let the expert tax accountants at BKFi play the game. Equipped with QuickBooks prowess and a treasure trove of tax services, we maneuver through tax laws like they're a Sunday crossword. Elegant, sophisticated, and brimming with wit, we transform the menacing tax beast into a purring kitten. We're not about providing a "budget" service; we're about crafting an experience that is just as high-flying as our clients. So, why get lost in the audit wilderness when BKFi can be your compass and guide? It's time to swap out the tax stress with financial finesse.

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Our Holistic Wealth Management Services

Wealth management is an orchestra of various financial elements working together harmoniously. Whether it's estate planning, retirement strategy, risk management, or philanthropy, our comprehensive and tailored wealth management services cater to your unique needs and ambitions. We build a financial plan that serves your vision of the future, enabling you to make the most of your wealth and secure your financial future.

BKFi isn’t just about growing your wealth; we’re also about protecting it. Taxes and estate planning are vital components of wealth management, and that's why we place a strong emphasis on tax-focused investing and proactive tax planning. Our expertise also extends to estate planning, ensuring your wealth is preserved and passed on according to your wishes, minimizing tax liabilities, and securing your legacy.

The power of our approach lies in integration. Our financial services include asset management, investment management, retirement planning, and other key facets of your financial plan. By aligning these elements, we create a seamless and harmonious strategy that drives your overall financial objectives.

Why Work With Us?

Our white-glove outsourced accounting service is designed for high-income professionals wanting to spend more time growing their careers than worrying about finances. If you feel like you have yet to hear from your accountant, or when you do, it's flustered, last minute, and backward-looking, then our service is designed for you.

As a 100% remote firm, our team members know intimately what it's like to be a modern employee. We have expertise in managing a nomadic lifestyle because some of us live that way. This is especially helpful when it comes to taxes.

You'll have a dedicated financial planner supported by a skilled team. While we have a robust team of financial planners, investment specialists, CPAs, and client service specialists, you will have one relationship manager with whom you will build an intimate relationship - a relationship of trust and transparency.

We're female-founded, and the diversity of our team is an anomaly in the financial industry. We work with all types of folks, and we welcome all lifestyles. Whether you're a married couple or two people living together, we can help couples navigate the best way to manage finances together.

We're passionate about our tech stack and our seamless client experience. Our clients are among the best UI and UX professionals in the world, and we aim to exceed their expectations.

Complexity is our specialty. We're experienced with the volatility of the stock market, as well as the volatility of modern life. Whether you're a high earner for the first time, experiencing a liquidity event, having your first child, buying your first home, or investing in a rental property, we've seen it all.

What we offer:

Bring your bookkeeping, tax return preparation, and monthly reporting under one roof (the reports are pretty sexy)
Preparation of your business tax return is included in the monthly subscription
A fresh tech-forward solution to accounting for small businesses and medium-sized businesses
An experienced team of advisors can provide insight and advice for your business at affordable hourly rates
Transparent pricing for services - only pay for what you need
A suite of services with optional hourly and project-based upgrades
Access to a network of advisors and solutions for anything we can't help with

Our goal is to be the last accounting firm you ever work with.

Our Accounting Services

At BKFi, we provide extensive services tailored to your unique financial needs. We aim to be the last accounting firm you'll ever work with. Below is an overview of our key services:

Financial Reporting

Our sophisticated financial reporting involves using the latest accounting software to track your income, expenses, and overall financial health. With our assistance, you can effortlessly manage your financial reports and ensure compliance with federal tax regulations.

Tax Planning Services

Tax season doesn't need to be a headache. At BKFi, our expert team helps you navigate the complex tax codes, maximizing your tax refund and optimizing your tax obligations. We handle tax preparation as part of our monthly subscription service, so you can focus on what matters most: growing your business.

Payroll & Talent Consulting

We understand the crucial role payroll and talent management play in your business. Our highly-trained professionals offer personalized payroll services and talent consulting to help you manage and retain top talent, ensuring your company's success.

Retirement Plan Consulting

Setting yourself up for a comfortable retirement is paramount. Our retirement plan consulting services offer personalized advice tailored to your financial goals and circumstances. From international tax management to tax-efficient investments, we're here to guide you toward an optimal retirement plan.

Tax Management

At BKFi, we provide comprehensive tax management services. We stay up-to-date on the latest changes in tax codes and legislation, ensuring that your business remains compliant while minimizing your tax liability.

Legal Referrals

If you encounter legal challenges outside of our expertise, don't worry. We have a network of trusted legal professionals to whom we can refer you, ensuring your legal and accounting needs are met.

Performance Reporting

Our performance reporting services provide regular assessments and insights to help you track your business' progress. We'll help you understand which decisions significantly impact your financial success and which areas need improvement.

Dedicated Support Team

Our dedicated support team is here to answer your questions and provide expert advice whenever needed. Our professional tax and accounting experts are always ready to help you navigate any financial hurdles you may face, making your journey toward financial success smooth and stress-free.