Understanding today.
Planning tomorrow.Keeping more of what you earn.
Every recommendation begins with understanding your business, asking thoughtful questions, and building strategies tailored to your goals.
Why Clients Choose KCLC
Better
Questions
More questions lead to a deeper understanding and better outcomes.
Seeing the
Big Picture
Looking at the full story reveals trends, risks, and opportunities others may miss.
Plan
Proactively
Tax savings happen before year-end, not after the return is filed.
On Your
Team
Direct access and personal guidance all year long.
Looking Beyond
This Year
Strategies today are designed to support your future.
The KCLC Process
1
Discover
Understanding your story, business, goals, and challenges.
2
Analyze
Reviewing history, financials, structure, and tax position.
3
Plan
Developing a strategy tailored to your unique situation.
4
Prepare
Preparing returns that reflect the strategy and details.
5
Implement
Putting the plan in place with confidence.
6
Partner
Year-round guidance when decisions matter most.
Advisory Services
Essentials
Accurate, well-executed tax preparation and required filings for individuals and S-Corps with straightforward situations.
Learn moreStrategic
Proactive tax planning throughout the year: quarterly planning, projections, compensation and retirement strategy, and preparation built on top of the plan.
Learn moreConcierge
A year-round advisory relationship with priority access, coordination with your other advisors, and fully managed compliance.
Learn more
Industries Served
Specialized knowledge.
Personalized attention.
- Physicians & Healthcare Professionals
- Real Estate Investors
- Construction & Contractors
- Professional Services
- Equestrian Businesses
- Growing Businesses
Detailed, meticulous and well-versed in small business tax law - impeccable when it comes to trustworthiness and integrity.— L.Z., Fort Worth, TX · Client since 2018
I’ve recommended you to so many of my friends already and will continue to do so!— M.A., Tax Planning Client
Meet Katie
Katie Carlson, JD
Katie Carlson founded KCLC Tax Planning & Preparation to give successful professionals and business owners something most tax firms never offer: a plan, built before the decisions happen, not a return filed after they do.
With a background in law, Katie brings a level of analytical rigor to tax strategy that goes beyond compliance. Her focus is on the decisions that actually move the number on your return: entity structure, reasonable compensation, retirement contributions, and the timing of major deductions.
More About Katie →Reserve a Consultation
For prospective clients interested in tax planning and advisory services. It is a working conversation, not a sales call, and you will leave with a clear sense of whether KCLC is the right fit.
Let’s build your tax strategy together.
Whether you’re starting a business, growing an existing one, or simply wondering if there’s a better way, I’d love to learn about your goals.