Tax Preparation and Planning, Fee-Only Financial Planning in San Jose CA and Surrounding Area
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Kent Noard - Tax Planning and Preparation

KLN Financial Group - Tax Planning & Preparation, Financial Planning

KLN Financial Group is a tax advisory and financial planning firm in San Jose, CA, providing tax preparation and planning, representation before the federal and state tax authorities, and fee-only financial planning. Tax Accounting and IRS RepresentationWe provide comprehensive, individualized service focused on understanding your unique needs and objectives.

KLN Financial Group is an Accredited Business member of the Better Business Bureau of Silicon Valley with an A+ rating.

Tax Preparation, Planning and Representation

KLN Financial Group offers a full spectrum of tax preparation and tax planning services to meet your needs. We prepare federal and state tax returns for Individuals, Businesses, Tax Exempt Organizations, Trusts, and Estates. In addition, we offer integrated tax consultation and strategic advice to help you take advantage of potential tax savings and credits, to monitor income levels throughout the year, and to calculate estimated tax payments if required. KLN will help you avoid traps and proactively reduce your taxes to the greatest extent possible.

Additionally, if you receive a notice from the federal or state tax authorities, or your return is selected for audit, we are qualified to represent you throughout the audit, appeals and collections processes.

Tax Services

  • Tax Return Preparation Utilizing Electronic Filing
  • Tax Planning and Projection
  • Employment Tax Forms Preparation and Advice
  • Tax Representation with the IRS or Franchise Tax Board

Financial Planning

Financial planning is the process of determining how to make optimal decisions that will affect your financial future. Engaging an expert financial planner will help you project the consequences of the decisions before you act and assist you in making the choices that will allow you to reach your financial goals. Whether your goal is to plan for retirement, purchase a home or investment property, provide for your child’s college education, or other future financial need, we are here to guide you on the path to achieving your financial goals.

Depending on your particular situation, KLN Financial Group can assist you with any and all of the following:

  • Personal Financial Planning
  • Retirement Planning
  • Estate Planning
  • Cash Flow Analysis
  • Risk Management and Insurance Planning
  • Investment Analysis and Management

KLN Financial Group is registered as a Registered Investment Advisor with the State of California Department of Corporations.


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