Tax prep, monthly accounting, payroll, and IRS problem resolution for Boca Raton and Fort Lauderdale — handled by the same licensed team, year after year.
Who we serve
Individuals and businesses have different numbers, different deadlines, different headaches. We handle both — and the clients who bring us their personal return often end up bringing us their business too.
For individuals & families
Tax prep done right, retirement modeled realistically, estate planning that coordinates with your attorney. Work with one team from your first return to your last.
15+
Years serving South Florida households
For business owners
Monthly bookkeeping, payroll, financial statements, and tax strategy — so you can run the business and we can run the numbers. QuickBooks ProAdvisor on call.
Monthly
Close cadence on every active client file
What We Do
From a one-time tax return to full monthly accounting and IRS problem resolution, we handle the finances so you can run the business.
Whether for individuals or businesses, our experienced team handles every detail of your federal and state tax returns. We spot credits and deductions others miss, file electronically, and stand behind our work.
Learn moreYear-round strategy so you keep more of what you earn — legally.
Bookkeeping, financial statements, and advisory for owners who need clarity.
Reliable, compliant payroll — so you can focus on running your business.
Liens, levies, back taxes, audits — we represent you before the IRS.
Initial QuickBooks setup, one-on-one training, monthly tune-ups, and troubleshooting. QuickBooks ProAdvisor support for Desktop and Online — configured around how you actually run your business.
Learn moreHow it works
We know hiring an accountant feels like a big decision. It shouldn't be. Here's exactly what happens from "hello" to "done."
Call the Boca Raton office or book online. Tell us what you're working with — prior returns, business structure, a recent IRS letter. We talk it through and give you a clear read on your situation. 30 minutes, no charge, no pressure.
If we're the right fit, you get a written scope and a flat fee for the work. No hourly surprises, no open-ended retainers. You sign the engagement letter and we set up your secure client portal.
We do the work, review it internally before it goes to the IRS or to you, and schedule a review call to walk you through it. You get the same team on your file next year — no re-onboarding, no retelling your story.
If we're not the right fit, we'll say so.
The Florida advantage
Florida's tax environment is one of the most favorable in the United States. Most CPAs never make this tangible for clients. We do — and it's one of the main reasons clients move from out-of-state firms to us after relocating.
0%
state income tax
Wages, investment income, retirement distributions, Social Security — none of it is taxed by Florida. A dollar earned in Florida is worth measurably more than the same dollar earned in New York, New Jersey, California, or Connecticut.
$50K+
typical first-year savings
Proper Florida domicile establishment can save $20K-$100K+ in the first year alone for high-earners. We handle the documentation, the prior-state audit defense, and the ongoing compliance so the savings are real and defensible.
3×
homestead value protection
Unlimited acreage protection outside municipalities, up to half-acre within — creditors generally cannot force the sale of your primary Florida residence. We coordinate with your attorney to preserve this protection in your estate plan.
Thinking of moving to Florida? Talk to us before the move, not after. Domicile-change planning is measurably more effective when set up in advance.
Why KDM
Professionalism, responsiveness, quality. We've organized the whole firm around those three ideas since day one — and here's what that means for you.
Florida-licensed CPAs with deep South Florida roots. Not a national chain — a local firm that answers its own phone.
Email returned within hours. Phone calls returned same-day. Clients don't wait a week to hear back from their accountant.
Before you commit to anything, we sit down — in-person or over the phone — and talk through your situation at no charge.
You talk to the same team every year. We learn your business, your family, your goals — and the work gets better over time.
Principle 1
Every client gets the expertise of our whole firm — combined experience, careful attention, and senior-level judgment on every engagement.
Principle 2
Phone calls returned the same business day. Emails answered within hours. No getting passed around — you know who is working on your file.
Principle 3
Accurate returns, defensible positions, and documentation that stands up to IRS scrutiny. The work is done right the first time.
Our Offices
Quick Answers
What most visitors want to know before picking up the phone.
Every return is quoted as a flat fee before we start — no hourly surprises. Actual 2026 ranges for Boca Raton and Fort Lauderdale clients:
| Return type | Complexity | Typical flat fee |
|---|---|---|
| Individual (Form 1040) | Simple W-2 + standard deduction | $350 – $550 |
| Individual (Form 1040) | Rental or investment activity | $550 – $1,200 |
| Self-employed (Schedule C) | Single owner, 1099 income | $600 – $1,400 |
| Partnership / S-Corp | Form 1065 or 1120-S + K-1s | $1,200 – $2,800 |
| C-Corporation | Form 1120 | $1,800 – $4,500 |
| Consultation-only | Second opinion on a return | $250 – $500 |
From first call to active engagement in under one week — four steps:
Eight core service lines — every one delivered by in-house staff, never outsourced:
Before December 31 of the year you want to affect — not in April after it's over. Key deadlines clients frequently miss:
FAQ
Still unsure? Call the Boca Raton office — we'll give you a straight answer in plain English.
Call, email, or book online. We respond within one business day — every time.