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Our Beliefs

KMWF & Associates’ goal is to help you discover the true desire behind your financial goals and make them a reality. We are a team of CPAs and financial advisors dedicated to providing you with comprehensive financial solutions that fit your situation today and your goals for tomorrow. Our foundation is built on a solid set of beliefs that shape how we partner with you.
  • We believe in taking care of people. Whether a client or a team member, we are committed to helping people expand and grow. 
  • We believe specialization can be limiting and confine our ability to provide custom solutions. We concentrate on your entire financial situation to understand the bigger picture.
  • We believe our clients are our community. They are our friends and neighbors, and it is our duty to be active members of their communal lives. 
  • We believe discovering the true need behind the financial goal is the key to lasting solutions. Our approach to comprehensive wealth management starts with understanding you. 
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Disclosure: Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency℠. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

© KMWF & Associates, PC 2021