Who we are

About Kaplun Financial Group

A one-stop financial partner for individuals and business owners. Based in Tukwila, WA, serving clients in all 50 states.

Our story

One team that knows your whole picture

Kaplun Financial Group brings tax preparation, tax planning, business formation, bookkeeping and commercial insurance together under one roof.

Most business owners juggle an accountant, a filing service, a bookkeeper and an insurance agent who never talk to each other. Things fall through the cracks: a missed quarterly filing, a license that lapsed, a policy that no longer fits.

We built KFG so our clients have one relationship instead. Our office is in Tukwila, Washington, and we work with clients across all 50 states, from individuals filing a single 1040 to restaurants, car dealerships, retail stores and growing companies filing partnership and corporate returns.

The difference

Four providers, or one KFG

The usual way

Tax preparer
Bookkeeper
Filing service
Insurance agent
  • Four relationships to manage
  • Your information repeated four times
  • No one sees the full picture
vs

The KFG way

One teamTaxes, filings, books and coverage
  • One point of contact
  • Books feed taxes, taxes shape planning
  • Deadlines tracked in one place
What we value

How we work

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01

Clarity

Plain answers and upfront pricing, before any work begins.

02

Accuracy

Every return and filing done right the first time.

03

Responsiveness

Real people who pick up the phone and answer emails.

04

Long-term

Here every quarter, not just in April.

Ready to get started?

Tell us what you need and we will get back to you quickly.

CallBook a consultation