Experience tax preparation redefined. We combine cutting-edge technology with expert knowledge to simplify the process, maximize your deductions, and get you your refund quickly.
Our Process: Your Taxes, Your Way – Modern Convenience or Personal Touch
At KBI Consulting in Haddonfield, NJ and West Chester, PA, we believe tax and business consulting should fit your life. Whether you embrace cutting-edge digital tools or prefer the comfort of a face-to-face conversation, our process is designed for your convenience, accuracy, and peace of mind. We've invested in the latest technology to streamline operations, enabling faster turnarounds and keeping costs down, all while maintaining the personalized service you expect.
Choose the approach that works best for you:
Option 1: Fully Remote & Digital – For the Modern Client
Perfect for busy individuals and businesses in South Jersey, PA and beyond who value efficiency and digital convenience. Our secure online platform makes managing your taxes from anywhere effortless.
Effortless Information Gathering: Our smart online tax organizer simplifies data collection. Securely answer a few questions and upload your documents (W-2s, 1099s, etc.) through our encrypted client portal. No need to leave your home or office – we handle the rest.
Virtual Consultation (Optional): Have questions or prefer to discuss your situation face-to-face? Schedule a video conference call with one of our CPAs from the comfort of your home or office.
Expert Review, Digitally: Every return is meticulously reviewed by licensed CPAs at KBI Consulting to ensure accuracy and maximize your deductions. Our expertise is always at your fingertips.
Seamless Delivery and Signing: Easily review your completed return and sign it electronically within our secure system. It's fast, secure, and environmentally friendly.
Secure Digital Document Storage: All your tax documents are stored securely in your online portal, providing easy, 24/7 access for years to come.
Option 2: Personalized In-Person – For the Traditional Client
For those who prefer a more traditional approach, we warmly welcome you to meet face-to-face. We believe in the value of personal connection and are here to provide the hands-on support you need.
Personalized Information Gathering: Prefer to bring your documents in? We can provide a traditional paper organizer or simply review your documents together during your meeting.
Face-to-Face Consultation: Schedule a convenient appointment at our at location that works for you. One of our licensed CPA partners will personally meet with you to discuss your tax situation, answer your questions, and ensure every detail is covered.
Expert Review, With a Personal Touch: Your return will receive the same meticulous review by our licensed CPAs, ensuring accuracy and maximizing your deductions, just as you'd expect from a trusted local advisor.
Flexible Delivery and Signing: Review your completed return in person, or we can send it to you digitally for electronic signature. We'll ensure you're comfortable with the process.
Secure Document Handling & Storage: Whether you provide paper documents or digital files, we ensure secure handling. Your tax documents are stored safely, with easy access provided for your records.
Ready to Experience the KBI Consulting Difference?
Whether you're a tech-savvy individual looking for seamless virtual service or prefer a warm, in-person meeting right here in Haddonfield, KBI Consulting is here to serve your tax and business consulting needs.