Our Services

At KBI, we start with expert tax preparation and advisory services that keep you compliant and confident. As your needs expand, we provide complementary financial and business solutions designed to help you plan, grow, and thrive.

With partners in Southern New Jersey and Southeast Pennsylvania, our team has one goal in mind, help you navigate your financial challenges.

Lancaster county Amish horse and buggy.

Tax Preparation and Advisory

Prepared and reviewed by US based CPAs and EAs. Returns are typically turned around within one week.

We specialize in:

FORM 1040 (Individuals)

FORM 1120 (C-Corps)

FORM 1120S (S-Corps)

FORM 1065 (Partnerships)

Form 1041 (Trusts)

In addition, we can help you stay ahead of complex tax regulations with our personalized tax advisory services. We offer strategic guidance to help you make informed decisions and achieve your financial goals."

Book now
A wooden boardwalk in a New Jersey seaside town with shops and buildings on either side, and a lighthouse in the background, viewed from ground level.

Business Analytics

Turn raw data into actionable insights. Our business analytics services leverage advanced techniques to transform seemingly random numbers into valuable information that drives informed decision-making.

By extracting meaningful patterns and trends, we help you uncover hidden opportunities, optimize operations, and gain a competitive edge.

Book now
The exterior of Reading Terminal Market, a historic marketplace in Philadelphia, featuring a large neon sign with red and white lettering, a smaller green sign indicating it is open to serve customers, a streetlamp, leafless trees, and a person walking on the sidewalk in rainy weather.

Fractional CFO

Strategic Financial Leadership Without the Full-Time Cost. At Provide you with high-level financial expertise and strategic oversight on a part-time or as-needed basis.

This service is ideal for small to medium-sized businesses and startups looking to:

  • Gain Strategic Financial Insight

  • Improve Profitability & Cash Flow

  • Enhance Financial Planning & Forecasting

  • Prepare for Growth or Investment

Our Fractional CFO services offer the strategic financial leadership you need to navigate challenges, seize opportunities, and achieve your business objectives, all while maintaining cost efficiency.

Book now

Book a free consultation

Book now