Why You Need us

Kalter Financial Group has been in business since 1985 and we are here to help you. Getting your taxes done timely and accurately is our business. We have completed and filed over 30,000 tax returns over the years. Our professionally trained and knowledgeable personnel include Certified Public Accountants and an Enrolled Agent. We work diligently to find all the allowable credits and maximize deductions you’re entitled to, help you pay the least amount of tax possible, and minimize IRS communications. We have clients all over the United States, most of which started with us here in California and valued our business strong enough to keep us as they moved away. In addition, we offer many other products and services to meet your needs.

The following services will help maximize your tax savings

  • Federal, Multi-State, & Local Tax Return Prep for both individuals and all other entities
  • Year-Round Tax Planning & Consulting
  • Monitor & Communicate Pending Tax Legislation
  • Problem Resolution & Tax Authority Representation

Our mission is to always bring value and help you keep more of the money you work so hard to earn! Taking a comprehensive approach to tax strategies and tax planning to meet your financial objectives is what we do best. The value of implementing individual business and personal strategies will exceed the cost. We save you money!


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