Serving Clients in All 50 States


KB Tax Services is a fully virtual practice. Wherever you live, you get the same tax preparation, bookkeeping, and financial guidance — delivered through secure document upload and virtual consultations, without a single trip to an office. We are based in Waldorf, Maryland, and we work with individuals and small businesses across the country.

How Virtual Service Works

  • 1. Book a consultation by video or phone, on your schedule.

  • 2. Upload your documents through our encrypted client portal from any device.

  • 3. We prepare your federal and state returns and review them with you virtually.

  • 4. You approve and e-sign, we file, and your documents stay accessible in your portal.

A Natural Fit For Federal And Military Households

Federal employees, service members, and government contractors are stationed everywhere — and their tax situations come with wrinkles most preparers rarely see: multi-state moves, PCS orders, locality pay, TSP, per diem, and reimbursement rules. Kimberly spent more than 30 years inside the federal government. Wherever you are posted, you are working with someone who already speaks that language.

Rooted in Southern Maryland


We are proud to serve our home community in person as well as virtually — across Southern Maryland’s tri-county region and the Patuxent River (Pax River) naval community.

Charles County

Waldorf, La Plata, White Plains, Hughesville, Charlotte Hall, Bryans Road, Indian Head

St. Mary’s County

Lexington Park, California, Leonardtown, Great Mills, Mechanicsville, Patuxent River (Pax River)

Calvert County

Prince Frederick, Huntingtown, Dunkirk, Owings, Solomons

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