We serve individuals, families, and small business owners who value accuracy, professionalism, and efficiency in their financial management. Whether you’re an individual filer, a freelancer, or managing a growing business, KBI Consulting delivers dependable tax and advisory support tailored to your needs.

We believe in clear, value-driven pricing. Our fees are structured into transparent tiers based on the complexity of your return. You can explore your options and what’s included on our Pricing Page.

Our primary service area includes New Jersey and Pennsylvania, but we also work with clients across the U.S. using our secure, fully digital systems. Whether local or remote, you’ll receive the same professional attention and high-quality service.

Yes! When you refer a new client who completes their tax return with us, you’ll receive up to $50 off your own tax preparation fee as our way of saying thank you. It’s our way of rewarding loyalty and helping our clients save together.

Absolutely. Our advisory and bookkeeping services provide year-round financial support — helping you stay organized, compliant, and prepared for future growth every step of the way.

Our Smart Intake System uses AI to analyze your prior-year tax return and automatically generate a tailored, interactive digital checklist — unique to your situation. This ensures you only upload what’s relevant, saving you time and streamlining the entire process for both you and our team.

Dropping off documents? Common ones include:

W-2s and 1099s

Prior-year tax returns

Mortgage interest statements

Business income and expense records

Investment and retirement account forms

Childcare or education expense documentation

If unsure, just upload or mail what you have. Our system and team will check and tell you if anything is missing.

To serve clients efficiently and securely, all of our services are fully remote. We offer two convenient ways to work with us:

Fully Remote & Digital – For the Modern Client
Use our secure online portal to upload documents, review drafts, and sign electronically. Fast, flexible, and perfect for busy professionals.

Mail & Drop-Off – For the Traditional Client
Prefer to send or drop off your documents? No problem. We’ll process everything with the same care and efficiency, keeping you informed every step of the way.

While tax preparation and advisory are our core specialties, we also provide a range of complementary services to help your business grow, including:

Bookkeeping and accounting support

Business formation and entity structuring

Cash-flow management and forecasting

Strategic financial advisory

These services are designed to strengthen your financial foundation and position your business for long-term success.

The earlier, the better!

Most taxpayers can expect to start receiving their tax documents — such as W-2s, 1099s, and investment statements — between mid-January and early February. As soon as you begin receiving these forms, we recommend starting your intake process in our secure portal so we can get your return in progress quickly.

By uploading your information as it arrives, you’ll stay ahead of deadlines, minimize stress, and position yourself for the fastest possible turnaround once all documents are in.