With Us, You'll Always Receive a Personalized Service

Kalter Financial Group was founded in 1985 by Eric Kalter. With over 35 years of experience in Tax and Accounting and over 15 years in Financial Services, he is a leader in these industries and has built a solid team around him.

“We strive to always bring value to our clients through personalized tax, accounting, consulting, and wealth management services by understanding each client’s personal story and goals.” – Eric Kalter

7 out of the 13 vital business mistakes that most business owners make are all related to accounting errors and lack of financial knowledge.

That's Why You Need Our Team

Having an organized financial life is critical to operating your business. With our help, we can organize and analyze your financials to best help you grow and become more profitable. Questioning your financials can now be a thing of the past!

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TRES Wealth Management Group, LLC

You Get the Power of Three Plans:

CPA Firm, Financial Services, and Estate Solutions. TWM has an increased focus on tax and their impact on investment and financial planning decisions. Our office is a one stop shop, providing you with comprehensive personal financial planning, investment management, tax preparation & tax planning.

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We understand that you have a successful business to run.

That's Why You Need Us For All Your Payroll Needs:

Let us take care of making sure your employees get paid without taking much time away from your already busy day! Employee earning statements, Payroll journals, Month-to-date, quarterly, yearly summaries, ALL required tax filings, Direct Deposit and more.

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Experience The Difference

Working with a mission driven company that is on your side, helping you keep more of the money you work so hard to earn!

Trusted By Our Clients For Over 30 Years.

Because we put you first in everything we do by offering a better, more modern approach to building and managing wealth.

Deborah G.Kalter Financial Group Client

“I've been a client for many years. They are personable with a sense of humor, trustworthy, maintain confidence. Very experienced and pay attention to detail. Also, their honesty and knowledge is essential every year!”

Billy B.Kalter Financial Group Client

“I have been going to the Kalter Financial Group for over 30 years. And I have never once had a problem, been in any way disappointed with my taxes, or walked out less than happy and always relieved with my results. I have also referred several friends and associates to The Kalter Company . They too have all been very happy, and continue doing buisness to this day. Always Five Stars in my book.”

Rhonda K.Kalter Financial Group Client

“I’ve had the pleasure of calling them my personal CPA for the past 25 years. They are knowledgeable in all aspects of tax for both personal and corporate. I highly recommend their company. Especially John McAleese and founder Eric Kalte”

Tina A.Kalter Financial Group Client

“We were recommended to this tax preparer in 2018 for 2017 taxes. We were very pleased with how the staff was very professional through the whole process last year. We are definitely going with them again for our 2018 taxes. We are very pleased with Kalter Financial.”

Bob C.Kalter Financial Group Client

“My wife and I have been entrusting our income tax filing and preparation with Kalter Financial for over 30 years. Eric has personally completed our returns all these years with professionalism and diligence. He has always kept us up to date on any tax law changes and treats us like extended family. We have referred many friends and family, and will continue to do so..
The Financial Services at Kalter are 'top of the line'”

Amanda V.Kalter Financial Group Client

“I have used Kalter Financial for my taxes for about 4 years and I absolutely love their customer service they are phenomenal. They make it easy and hassle free to do taxes. I wouldn't trust anyone else to do my taxes. They also offer great accounting services for company's including payroll. They do it all! Thank you Kalter for your amazing customer service and for actually caring about your customers!”

Take Control of Your Now and Your Future

With services in all financial arenas, see how our seasoned experts can help.

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