Your Trusted Tax & Accounting Partner
with Over 10 Years of Tax Experience

We Specialize in the Following Industries:

Healthcare
Real Estate
Legal
Stock Trading
Construction
Entertainment
Nonprofit

Our Services

B & K Financial - Personal Services

Personal Services

  • $45+/Month

    If you only want tax filing with standard deductions, our simple tax filing solution is your best option. Quick, easy, and fast tax returns built for the average person.

  • $220+/Month

    For those who want an extra layer of attention to their tax returns, we offer our full service accounting plan which includes:

    Priority Personal Tax Filing
    Tax Consulting
    Bookkeeping
    Financial Advising (Add-On)
    Audit Protection Guarantee

B & K Financial - Business Services

Business Services

  • $100+/Month

    If your business already has an in-house staff accountant or accounting team, we can cover your tax filing and use the P&Ls provided by you and your accounting team to speed up your returns.

  • $365+/Month

    For business owners or independent contractors who want the peace of mind knowing we will handle all your accounting needs with the highest accuracy and efficiency, our full service business accounting plan includes:

    Priority Business & Personal Tax Filing
    Tax Consulting
    Bookkeeping
    Financial Advising (Add-On)
    Payroll (Add-On)
    Audit Protection Guarantee

  • $550/Session

    1 Hour/Session MAX

    Have questions about making a change in your existing business?
    Want to learn more about starting a new business?
    Looking to buy a pre-existing business?

    We can help you navigate your business niche and help you decide what the best course of action is for any business related questions you might have.

B & K Financial - Other Services

Other Services

  • Class A (Quarter Review)

    $2,400


    Class B (Semi-Annual Review)

    $4,200


    Class C (Annual Review)

    $9,500


    Contact us for more info on multi-year compilations.


    If you have a project coming up and you need a fresh pair of eyes to review financial documents, our compilation service might be just what you're looking for. We review your necessary financial documents and present them in an organized, standardized format that both displays your necessary financial information and is easy to follow for anyone who needs to review it.

  • For clients with various investments, our asset management services can help manage your properties, stock portfolio, or crypto wallet with our streamlined monitoring system and clear-cut billing software so you're always in the loop about updates to your investments.


    Contact us for more info.

  • Find out how B & K Financial can help with your next project, no matter how big or small.


    Contact us for more info.

Included in All Our Services:

Dedicated Account Manager
Certified Accountants
Monthly Reporting
Easy-to-Track Billing

Zero Setup Fees
Zero Hidden Fees
Zero Annual Fees
Satisfaction Guarantee

Not Sure What Services Are Right For You?

Use Our New Client Worksheet to Find the Package That’s Right for You

Book a Free Consultation

Interested in learning more about the wide range of services we offer and how they can help you?

One of our experienced team members will be happy to discuss which service option is the best fit for you during your complimentary 20-minute virtual consultation.

This is a great opportunity to ask us questions and gain valuable insights tailored to your financial needs.

B & K Financial - Free Consultation