Business Details
Your Trusted Partner for Tax & Strategic Planning Solutions
At John Kiley CPA, we specialize in delivering comprehensive tax and strategic financial planning services tailored to both individuals and corporations. With over 30 years of experience in public accounting, our team prioritizes clear communication to help clients navigate complex tax landscapes and achieve long-term financial freedom. Our approach emphasizes personalized service, ensuring every client receives customized strategies that align with their unique circumstances. We are committed to proactive planning, whether addressing immediate tax obligations or developing retirement and estate solutions.Our expertise extends to serving high-net-worth individuals and closely held businesses, with a focus on innovative tax-saving opportunities. As a trusted advisor, we provide ongoing education about self-directed retirement options and maintain active engagement with clients through regular speaking engagements. Our dedication to excellence is reflected in our responsiveness, avoiding automated systems to ensure direct, meaningful interactions. Backed by certifications including CPA and CISP, we uphold rigorous professional standards while maintaining accessibility for clients across the United States.
Services
Tax Planning
Estate Planning
Retirement Strategies
Business Tax Services
IRA Consulting
Financial Consulting
Self-Directed IRA Solutions
Corporate Tax Planning
Tax Compliance
Wealth Management
Highlights and features
- We offer 30+ years of public accounting experience with specialized tax expertise
- Our personalized service ensures direct access to professionals, never automated systems
- Certified experts in both CPA and CISP designations deliver comprehensive retirement strategies
- Proven track record helping high-net-worth clients optimize complex financial situations
- Active educators providing clear explanations of sophisticated tax and retirement concepts
Associations and certifications
- Maryland Board of Public Accountancy
- American Bankers Association (CISP)
- AICPA
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic timing of deductions, credits, and income recognition. We develop customized plans that align with long-term financial goals while ensuring compliance with evolving regulations. Our expertise covers complex scenarios including high-net-worth portfolios and corporate structures.
Estate Planning
We create comprehensive estate plans that address tax efficiency, asset protection, and wealth transfer. Our approach considers both current exemptions and future tax implications, helping clients preserve wealth for beneficiaries while navigating complex estate and income tax intersections.
Retirement Strategies
Our retirement planning services focus on maximizing tax-advantaged savings vehicles and optimizing withdrawal strategies. We specialize in self-directed IRA solutions and corporate retirement plan integration, helping clients build sustainable income streams while minimizing lifetime tax exposure.
Business Tax Services
We provide full-spectrum business tax services including entity selection, quarterly estimated payments, and strategic restructuring. Our team helps closely held businesses navigate complex tax codes, optimize deductions, and implement tax-efficient compensation structures for owners and employees.
IRA Consulting
As specialists in self-directed retirement accounts, we advise on alternative investment options and compliance requirements. Our consulting services help clients diversify beyond traditional assets while maintaining tax-deferred growth benefits and avoiding prohibited transaction pitfalls.
People
John Jack Kiley
Managing Partner
Certified Public Accountant with 30+ years of experience, specializing in tax strategy and retirement planning for high-net-worth clients. Developed expertise in self-directed IRA solutions and corporate tax optimization while maintaining AICPA membership since 1987.
Questions
What tax services do you specialize in?
We specialize in comprehensive tax planning for individuals and businesses, including complex return preparation, estimated tax management, entity selection, and strategic tax-deferral opportunities for high-net-worth clients.
Do you offer retirement account consulting?
Yes, we provide specialized consulting for self-directed IRAs and other retirement accounts, helping clients understand alternative investment options while maintaining compliance with IRS regulations.
What estate planning services are available?
Our estate planning services focus on tax-efficient wealth transfer strategies, including trust structures, charitable giving, and coordination with legal professionals to ensure both estate and income tax considerations are addressed.
How do you support business clients?
We offer tailored tax solutions for closely held businesses, including quarterly estimated tax calculations, corporate restructuring analysis, and executive compensation planning to optimize both business and personal tax outcomes.
Are you available for urgent tax matters?
While we don't offer emergency services, we prioritize timely responses to urgent tax concerns through direct communication with our team during regular business hours.
