FAQ
All 50 states. KB Tax Services is a fully virtual practice — we work with clients nationwide through secure document upload and virtual consultations. We are based in Waldorf, Maryland, and are proud to serve Southern Maryland and the Patuxent River (Pax River) military community locally as well.
Yes. Tax preparation does not require your preparer to be in your state, and we work with clients across the country. We handle your federal return and your state return, wherever you file.
Individual returns start at $175 and small business returns at $400, with final pricing confirmed during a brief consultation based on your specific situation. See our Tax Services page for the full starting-price list.
Securely, through our encrypted client portal — never over email. You can upload from your phone or computer in just a few minutes using the “Open Secure Portal” button.
Yes. We use a secure, encrypted portal that protects your information in transit and at rest, in line with IRS and FTC requirements. Your sensitive data is never stored on the website itself.
Absolutely. We prepare Schedule C, single-member LLC, and 1120-S returns, and we provide the year-round bookkeeping that keeps them accurate.
Yes. We prepare prior-year and catch-up returns, with multi-year discounts available. We will help you get current and back on track.
Yes. Monthly bookkeeping starts at $250 per month and keeps your records clean and your numbers ready — so tax season is calm instead of chaotic. If your books are behind, we handle clean-up first. See our Bookkeeping page for details.
No. We are a fully virtual practice — documents are uploaded through our secure portal and consultations happen by video or phone, wherever you are in the country. Local Southern Maryland clients are always welcome to arrange an in-person conversation.
More than 30 years of federal financial-management experience at HHS and FDA. Your return and your books are held to a federal standard of accuracy and compliance.
Book a consultation. We will understand your situation, quote it accurately, and map out clear next steps — no pressure, no jargon.
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The First Step to Financial Freedom
Here is what happens after you reach out: we schedule a brief consultation to understand your needs, quote your specific situation accurately, and map out clear next steps. No pressure, no jargon — just a straightforward path forward from someone who holds your finances to a federal standard.