Don’t Just File Taxes. Plan for Them.

Accurate, stress-free CPA tax preparation today, plus the year-round guidance to avoid surprises and make smarter financial decisions.

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About Us

Kindled Planning is a Sterling-based CPA firm built on a simple idea: filing your taxes is just the start. We offer accurate tax preparation and practical year-round guidance so you can make confident financial decisions as they come up. Straightforward support, no jargon, just a trusted local partner who knows your full financial picture.

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Our Services

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Tax Strategy & Planning

Proactive year-round strategies to minimize liability and maximize what you keep.

Tax strategy and preparation icon — CPA-led tax planning and filing services by Kindled Planning.

Tax Preparation & Filing

Stress-free annual filing handled with CPA precision and total accuracy.

Retirement education icon — guidance on savings, tax-efficient income, and retirement planning by Kindled Planning.

Retirement Tax Optimization

Optimize withdrawal strategies to minimize liability and keep tax rates low.

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Major Life Event Planning

Navigate major changes like buying a home or planning for college with financial clarity.

Insurance and estate guidance icon — coverage review and estate planning support for families and businesses.

Budget & Cash Flow Coaching

Build a reliable system to automate savings and command your monthly surplus.

Small Business CFO Services

Integrate business and personal finances for optimized cash flow and taxes.

Equity Compensation Guidance

Turn stock options, RSUs, and ESPPs into lasting wealth with a tax-smart strategy.

Explore How We Can Help

File your taxes with confidence, then plan the rest of your year with a CPA who stays in your corner.

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Our Approach

We meet you where you are. Whether you need an expert to handle this year’s return or a proactive partner for year-round strategy, we provide the clarity you need to move forward.

Tax Compliance (Filing Only): The best place to start. We handle your annual tax return with CPA precision, transparent pricing, and clear explanations, so you can file with confidence and move on.

Year-Round Support & CFO Strategy: The proactive upgrade. Move from reacting in April to planning ahead, with a CPA available when you need answers or a partner guiding deeper strategy.

One-Time Consulting: Targeted solutions. CPA-led help for specific hurdles — from entity selection and equity compensation to IRS notices and clean-up work.

Person using a blue calculator and keyboard — representing financial clarity and Personal CFO services by Kindled Planning.

Featured Resource

What Is a Personal CFO, and Why They’re Possible Now

Feeling overwhelmed by money decisions, apps, and advice? This post explores what financial clarity actually feels like and how a Personal CFO helps busy families and business owners move from scattered to strategic with a clear, aligned plan.

Read Blog

Contact us.

Connect with a CPA who does more than just tax prep; someone who helps you plan ahead, ask better questions, and make confident decisions year-round.

Email:
info@kindledplanning.com

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