KCM Financial Services offers services that support small businesses such as tax preparation, health and business insurance, business formation, unemployment registration, and other ala carte services. I have over 25 years of tax preparation experience, 10 years of insurance experience and 10 years of small business support.
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What do you love most about your job?
I love assisting people with their individual and business financial needs.
What inspired you to start your own business?
I had an opportunity to sell my tax franchise and start something new. Something that I could use all of my skill sets.
Why should our clients choose you?
Clients should choose KCM Financial Services because they will get one on one personalized service.
Can you provide your services online or remotely? If so, please add details.
KCM Financial Services offers in person and remote services to our clients.
What changes have you made to keep your customers safe from Covid-19?
We disinfect our work surfaces regularly and wear masks when necessary. We ask clients to not come in to the office if they are ill.
Tax Preparation
Individual, Business, Estates & Trusts, Corporate and Partnership, Non-Profit, Sales Tax return preparation. Assist with tax planning and educate filers on their tax situation.
Health Insurance - NY
Educate, assist with plan comparisons and enrollment in health insurance plans in New York.
Medicare Enrollment - NY
Educate, assist with plan comparisons and enrollment in Medicare (Parts A and B), Medicare Advantage Plans (Part C) and Drug Plans (Part D).
Small Business Support
Assistance with business registration for state and federal.
Business Filings
Sales Tax Filings
Unemployment Registration
Business Insurance and Workmen's Compensation
Specialized Requests and Ala Carte Services
