FOR ENTREPRENEURS, SMALL BUSINESSES,AND INDIVIDUALS
Your CPA, all year — not just in April
WHO WE WORK WITH
Businesses & Entrepreneurs
S corps, LLCs, and partnerships that want a CPA in their corner all year. Clean books, smart tax planning, and someone who actually picks up the phone.
Individuals & Families
W-2 earners, investors, landlords, and families who want their return done right by a CPA, and explained in plain English.
Most people hear from their accountant once a year, after it's too late to change anything. We work with you year-round to lower your taxes, keep your books clean, and help you make decisions with real numbers in front of you.
CPA-prepared and reviewed · AI-powered, CPA-led · Flat-fee pricing · Top 5 firm and Fortune 500 experience · Replies within [1 business day]
MORE THAN A SEASONAL FILING
We’re not built for volume. We’re built for you.
A short client list, on purpose.
We limit how many clients we take, so you get senior-level attention, not a rotating junior staffer.
You talk to your CPA. Directly.
No hand-offs or layers of staff. Regular check-ins and answers before small issues turn into expensive ones.
Small enough to know your business.
A lean team means we remember your numbers, respond fast, and tailor advice to you.
Faster answers.
AI helps us find and organize your information in minutes, so you hear back sooner and we spend our time on your actual question.
A MODERN CPA FIRM
The personal attention of a small firm. The speed of AI.
Traditional firms still run on manual data entry, email chains, and waiting until April. We built KLT CPA differently. AI handles the repetitive work, like sorting transactions, organizing documents, and flagging what's changed, so your CPA spends time on what matters: your strategy, your questions, and your bottom line.
Sharper insights.
AI helps us scan your books and returns for patterns, missed deductions, and planning opportunities a busy firm might overlook.
A CPA makes every call.
AI is a tool, not your accountant. A licensed CPA reviews every number, every return, and every piece of advice before it reaches you.
Your data stays protected. [Encrypted client portal · Client data never used to train AI models · Multi-factor authentication · Written information security plan]
WHAT WE DO
Three services. One team that already knows your numbers.
HOW WE WORK TOGETHER
A simple, three-step start.
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Free Discovery Call
Strategy & Onboarding:
Year-Round Partnership
Tell us what's going on. We'll answer your questions, tell you honestly whether we're the right fit, and list exactly what we'd need from you.
We recommend the right services, send a fixed-fee proposal, and set you up on our secure client portal.
Regular check-ins, proactive tax moves, and plain-English answers whenever you need them.
PRICING