KB Tax Deviser CPAS

5.0 (2 reviews)

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Current year tax preparation and filing

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Audit and conflict resolution support

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Tax planning

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KB Tax Deviser CPAS - Tax Services Near Me - Center Valley, Pennsylvania

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Sweta P.

154

5 years ago

Let me start out by saying these people are real genuine. I started to work with Minal because I was robbed this year and I found that her webinars were insightful. They helped me understand a lot of things I didn't know about when it came to the tax reform. It wasn't about the information because information can be found anywhere. They truly care and have good intentions for you. Even when I was fully robbed of everything they helped me get on the right path with my funds. They don't leave any loose ends and will help you understand everything. Other tax people I have worked with have not treated me with the level of care as they have. They didn't even help me when I told them I was fully robbed. Most accountants just want your business and then it's good bye after that. KB tax advisors have made an impact on my life. I will always use them for all my tax needs and refer them to everyone I know. Thank you for all your help. read more

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Samina S.

106

4 years ago

I've known this team for a few years now. They are upfront about their fees, and worth every penny. I'm not just saying this because within this week (even in my delay getting them paperwork), they were able to process one of three of my EIDL loans successfully and it was a very complicated one. I've been overwhelmed with the amount of work I have had to do recently, but this team is highly organized and punctual. What I appreciated most is that they have an very easy to understand system for collecting information and documents. It helped me organize my thoughts better too. They are very responsive, intelligent, and easy to work with. Their advice is complex, not your cookie cutter advice. The team is growing so I've had the pleasure of working with Jayvee, Ashley, Jigna and a few others-- each team member shares the same values and passion to make the client successful. I think they put a lot of thought into team dynamics, building trust, and solid follow thought. I so appreciate the opportunity to work with the KB Tax Devisers team--wonderfully intelligent, diligent, and get results! read more

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More info about KB Tax Deviser CPAS

3477 Corporate Pkwy
Ste 100
Center Valley, PA 18034
Directions
(610) 989-2814
Call Now
Visit Website
http://KBTaxDevisers.com

From the Business

Specialties

KB Tax Deviser CPAs offer accounting and tax planning services to clients ranging from high net worth individuals to small and mid-sized private enterprises. As a CPA and Certified Tax Coach, we assist clients with anything from income shifting strategies to managing a family business **We are available on Saturdays & Sundays by Appointments only** *Timely, Forward Thinking Advice. We only work with clients where we can find a 200-300%+ return on investment *We Only Work With Executives - Whether Running A Public Corp Or Local Startup (We Offer Accounting Too) *All Inclusive, Personalized Pricing - Quoted Up Front *Flexible Online Or In Person Sessions During our journey together, we provide you with an ongoing coaching and proactive solutions. You enjoy total confidence knowing you pay the least amount of tax possible while you work to achieve your dreams.

History

Established in 2018.

We've been specializing in personalized tax preparation and accounting services since 2011 on part time basis and found this practice in 2018 to give it a formal structure. We possess professional certification that includes Certified Public Accountant (CPA) as well as Certified Tax Coach (CTC). We have the skills, knowledge and determination necessary to handle all your accounting and tax needs. We are ready to tackle any challenges and begin our role as your trusted tax planner and financial advisor. We understand and appreciate why so many of our clients have been with us since we started working as freelancers and even now when we transitioned to our new practice --and why new clients say, "You really did exceed my expectations." It's all based on superior client service. No matter how large or small, each client receives the same level of care, service, passion, and expertise...this is our way, "Right, By Your Side."

Meet the Business Owner: Minal B.

"Waking up every day to do something I love is what I love the most about my life: I get to find solutions that save people money in taxes which they can use to live a better life. I have a deep passion to provide quality services and business solutions for my clients. Their success is my success."

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Shetland Financial

(6 reviews)

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

Apex Accounting Tax & Insurance

(6 reviews)

Anthony Parente is a skilled,knowledgable professional He provides his customers a sincere,friendly…read moreatmosphere I have utilize his services over the last 7 years and would recommend him to everyone In essence he is as good as it gets !!!

I was looking for Apex phone number and I see that he is being reviewed by Yelp, so glad I can pass…read moremy opinion on to the masses. Anthony is an expert who knows the tax laws. He has been an accountant for 30 years and knows how to work with numbers and laws. If there is a way to get you a better return he will. He is through, fair and most importantly a brilliant account. He takes the stress out of this unpleasant yearly task! In life you need a good attorney and a great accountant. I hope he is in business as long as I have to do my taxes!!

Molinari Oswald

(4 reviews)

We had a super complicated year in terms of taxes and Brad got our multiple state and federal tax…read morefilings done quickly and effectively! He was clearly knowledgeable and had answers to all of our questions both tax and financial planning-related. Both my partner and I feel like the fee we paid to get our taxes done here was money extremely well spent. See you all in 2019!

I called these folks on April 10 in a panic because my prior CPA left me high and dry. These folks…read morefit me in, calmed me down, and made us compliant with the tax deadline. Great service!

William R Koscinski Jr, CPA

(2 reviews)

They have be my accounting firm for year and do a great job and understand everything I ask them…read more I recommend them to many people hard to find people you can trust keep up with the great work

Bill is by far the most thorough and honest accountant we have ever used. Since the first year he…read morehandled our personal and small business returns (over 10+ years ago), we have never used another accounting firm. Quality work, personal attention and quick responses are all part of how he does business. Also, the friendly, competent office staff are never too busy to assist when I have had questions. Highly recommend!

Jackson Hewitt Tax Service

(1 review)

Robert Schuback in Quakertown is awesome. Knowledgeable, polite, patient and has a good sense of…read morehumor. Makes filling taxes less painful.

H&R Block

(2 reviews)

I just had my taxes done in Quakertown PA today, very last minute, by Beth Sawickij at H & R Block…read more She was thorough, efficient, professional. I was so happy and relieved. I have never been to H & R Block before, and this was a wonderful experience. She is an asset to that company from my interactions today. I am writing because I wanted to commend her on her knowledge, skill, and customer service.

Really helpful when I was going to do my taxes by myself I was going to have to pay the government…read morewhen I went to see Patricia at H&R in coopersburg and now I am getting money very easy very helpful

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Betty A.

4 years ago

Thank you to Jayvee and Jigna at KB Tax Devisers for helping me to obtain my SBA loan modification when it had already been declined by the SBA administration. I had followed all the required steps myself to obtain a loan increase on my SBA, I am a very detailed person so I felt I had performed all the right steps. When I consulted with my team at KB Tax Devisers and based on their review of my financials, they were positive that something was not addressed properly by me. They encouraged me to reopen the application process and let them handle all the details of the application. It was a process to say the least with SBA due too backlog but today it proved to be successful and they obtained 200% the previous offering from SBA! Thorough out the process they were consistent in their follow up inquiries as well as the array of forms and process needed effectively! If your business has suffered as mine has through this time of difficulty and covid and specially if you have been declined, speak to KB Tax Devisers, they will give you their honest assessment as to whether your situation can be re-submitted and if there exist and opportunity. Thank you Jayvee and Jigna! Griffin Financial/Betty Azmoon read more

Robert W.

7 years ago

My first meeting with Taruna in 2018 yielded 150K tax savings. She's high energy & fun to work with. My 1040 is very complex w/ k-1'S & hundreds of pages, but I trust her team to manage it along with Quickbook accounting for my business. Traveling weekly as a CEO, my schedule is not very flexible. Taruna's virtual team enabled me with remote collaboration. In beginning, I was skeptical about their services and felt bit expensive, however at end I felt, its totally worth it. The one thing companies have truly lost this day in age is the personal touch. However, this place is without a doubt - its a place where you are treated like a person. Their great team is best at at what they do and most of all treat me like a friend. You can get a CPA anywhere, but you can only get true friendly, CPA Awesomeness here. read more

Kevin P.

3 months ago

Today I had an interview with Minal Babaria for a sales position. I sincerely valued getting to know her and the standards she has for the right team member to represent KB Tax Devisers. It was apparent Minal's focus was to build a successful team of sales representatives to CPAS that are committed to educate as well as providing high return strategies for the right client. I value the focus of KB Tax Devisers company team culture; providing strategic planning for the business owner or successful executive. Lastly I was impressed by her desire to hire individuals that value productivity at the same time have balance to invest into a successful family. read more

Gotthard Z.

7 years ago

It is likely I am one of Minal's earliest clients, meeting her when a previous "accountant/bookkeeper" disappeared, taking my records with her. Minal resolved what could have become a business owners nightmare,and I have been a satisfied client ever since. They respond immediately to questions and they are always willing to help with a friendly, approachable manner, even when I ask the same question three or four times to make sure I understand. read more

Nitin P.

6 years ago

We hired KB Tax Devisers to help us resubmit our rejected SBA disaster loan applications for our businesses. They have continued to surpass my expectations in regards to prompt filing and knowledge of the system. My large firm CPA out of California was unsuccessful but the ladies Taruna and Jigna worked on our files and got us approved. I will definitely recommend this firm for any accounting needs. read more

John B.

4 years ago

It is an extreme pleasure working with Minal and her team at KB Tax Deviser CPAs and truly appreciate their professionalism, proactive problem solving and on-going partnership in helping to make my business even more successful. I can't say enough about their services and expertise! read more

Donte V.

6 years ago

The words I would use to describe my experience with KB Tax, especially when working with Minal and Taruna, would be Professional, Diligent, Knowledgeable, and Trustworthy. My needs were unique and they accommodated. Thank you! Dr. Vaughn read more

Courtney K.

4 years ago

Minal and Taruna are amazing! They have an incredible team and it is a pleasure working together for the benefit of my company and my team. I have a lot more confidence in the stability of my business as a result. read more

Nihar P.

4 years ago

THEY PRODUCE RESULTS! Great team, professional, on time. Just great ppl in general. I would recommend you use them for your accounting and all financial spa related needs. read more

mark l.

5 years ago

Jigna & Taruna were very responsive and knowledgeable with the tax code. Great working with them and I would recommend them to all my friends and family. read more

Purvin B.