Enrolled Agent · Virtual Services · All 50 States
Knowledge Is Powerful. Knowing How To Use It Creates Leverage.
Tax preparation and tax planning for individuals and small businesses nationwide, from an Enrolled Agent who explains your return, not just files it. Licensed life insurance in South Carolina.
- IRS Enrolled Agent
- 20+ Years In Tax, Accounting & Finance
- Licensed Life Insurance Agent (SC)
Taxes Should Be Clear, Not Confusing
You deserve to understand your return, keep what you're entitled to, and know what's coming next year.
- Claim every credit and deduction you legally qualify for.
- Get answers in plain language, not tax jargon.
- Secure, virtual filing from any device.
- Protect your family with life insurance (South Carolina).
Tax Credits You May Qualify For
Don't leave money on the table. Here are credits many families miss.
Earned Income Tax Credit (EITC)
A refundable credit for working people with low to moderate income. The amount depends on your income, filing status and number of qualifying children.
Learn More On IRS.govChild Tax Credit (CTC)
For parents and guardians with qualifying children under age 17.
Learn More On IRS.govAdoption Credit
Helps with qualified adoption expenses, and it is now partly refundable.
Learn More On IRS.govAmerican Opportunity Tax Credit
For tuition, fees and required course materials during the first four years of college.
Learn More On IRS.govNew Tax Legislation
The One Big Beautiful Bill Act changed several deductions and credits. We'll review how the changes apply to you during your appointment.
How We Can Help
Tax services for clients in every state, prepared and reviewed by an Enrolled Agent.
Individual Tax Preparation
Accurate federal and state returns for W-2 earners, families and retirees.
Self-Employed & Schedule C
Side hustles, freelancers and sole proprietors, with every legitimate business deduction documented.
Tax Planning
Year-round strategy so you know what you'll owe before April, not after.
Tax Professional Training
Training for tax professionals who want to grow their knowledge and serve clients with confidence.
Up To $7,500 Refund Advance
Eligible tax clients may apply for a refund advance of up to $7,500 when their return is filed with us. Funds can arrive as soon as the same day if approved.
Start Your IntakeA refund advance is an optional loan from a participating bank, not from KBS Advisory Group LLC. Approval is not guaranteed and is based on the bank's criteria and your expected federal refund. Loan amounts and timing are determined by the bank. Available seasonally to eligible clients.
What To Have Ready
Gather these before you upload. It makes your return faster and more accurate.
- Photo ID For You And Your Spouse
- Social Security Cards For Everyone On The Return
- W-2s
- 1099s
- Self-Employment Income & Expenses
- 1098-T For Tuition
- Childcare Provider Name, Address & Tax ID
- Last Year's Tax Return
- Any IRS Or State Letters
Getting Started Is Easy
Four steps, all online, from your phone or computer.
Engagement & Consent Forms
Review and sign your engagement agreement and consent forms.
2Client Intake Questionnaire
Tell us about your tax situation so we prepare your return accurately.
3Upload Your Documents
Securely send your documents through the TaxesToGo app.
4Self-Employed?
Complete the Schedule C questionnaire for your business income and expenses.
What Working With KBS Looks Like
A Clear Quote Before Any Work Begins
You'll know your fee before we start. No surprises.
Your Return, Explained
Krystle loves teaching tax law. You'll understand what was filed and why.
Secure And Virtual From Start To Finish
Sign, upload and review from anywhere.
Prepared By An Enrolled Agent
Federally licensed and authorized to represent you before the IRS.
Protect The People Who Count On You
Krystle is a licensed life insurance agent in South Carolina. Call or book a time to get a free, no-obligation life insurance quote.
Life insurance is available to South Carolina residents only. SC License # PENDING.
Frequently Asked Questions
Ready To File With Confidence?
Start your intake today, or book a consultation and talk it through first.