Tax Services We Provide
Thoughtful tax strategy, always part of your financial plan
Individual tax preparation for high earners
Tax planning to reduce current and future liability
Entity structuring and tax strategy
Investment, capital gains, and loss planning
Estate, trust, and charitable giving strategies
Our Approach
Proactive and Personal.
Year-round tax planning
Strategies designed to minimize taxes and maximize after-tax wealth, planned well before filing season.
Expert tax preparation
Every return is prepared by a CPA and CFP® who understands the full picture, including investments, equity compensation, retirement, and real estate.
Coordination with your team
Katherine works alongside attorneys, other advisors, and professionals so every decision is aligned with the rest of a client's plan.
Frequently Asked Questions
FAQs
Does KCL Wealth Management offer tax preparation without wealth management?
No. Tax preparation is included exclusively for wealth management clients, integrated with investment management and financial planning under one advisor.
Does KCL Wealth Management coordinate with my attorney or other advisors?
Yes. Katherine regularly coordinates with attorneys, estate planners, and other professionals so every tax decision is aligned with the rest of a client's financial life.
How does KCL Wealth Management help reduce my taxes?
Through proactive tax planning throughout the year, not just filing a return, with the goal of reducing what a client owes over time.
Can KCL Wealth Management help with past tax issues?
Yes. Katherine can review prior returns and tax history as part of an initial wealth management conversation to identify opportunities going forward.
What types of clients does KCL Wealth Management work with?
High-income individuals, business owners, real estate owners, and families in Newport Beach and Coastal Orange County, including those navigating a divorce, the loss of a spouse, or an inheritance.
Where is KCL Wealth Management located?
Newport Beach, California, serving clients throughout Coastal Orange County.
Tax Planning & Tax Preparation for Wealth Management Clients
At KCL Wealth Management, tax strategy is integrated into the wealth management relationship. Katherine Leonard, CPA, CFP®, provides ongoing tax planning and tax preparation alongside investment management and comprehensive financial planning for clients in Newport Beach, Orange County, and throughout California.
