Who We Serve
Clients with complex financial lives
High-income individuals & families
Business owners & entrepreneurs
Investors
Real estate owners
Those planning for the future
Our Approach
Integrated. Proactive. 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.
Tax Services We Provide
Comprehensive tax services for complex situations
Individual tax preparation for high earners
Business tax returns, including partnerships and S corps
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
RSUs, stock options, and equity compensation planning
Multi-state tax planning and filings
Frequently Asked Questions
FAQs
Does KCL Wealth Management offer tax preparation on its own?
No. Tax preparation at KCL Wealth Management is included exclusively for wealth management clients, integrated with investment management and financial planning under one advisor.
Do you work with my other advisors?
Yes. Katherine regularly coordinates with attorneys, estate planners, and other professionals so tax decisions are aligned with the rest of a client's financial life.
Can you help me reduce my taxes?
Tax planning at KCL Wealth Management focuses on proactive strategy throughout the year, not just filing a return, with the goal of reducing tax owed over time.
Can you work with prior tax issues?
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 do you work with?
KCL Wealth Management works with high-income individuals, business owners, investors, real estate owners, and families in Newport Beach and Coastal Orange County.
Where are you located?
KCL Wealth Management is based in Newport Beach, California, and serves clients throughout Coastal Orange County.
Let's build a tax strategy that supports your bigger goals.
Begin the conversation to see how integrated tax and investment planning can work for you.
Begin the ConversationTax Planning & Tax Preparation
Thoughtful tax strategy. Prepared with purpose.
Tax returns are only one part of the process. Throughout the year, Katherine Leonard, CPA, CFP®, helps clients make proactive decisions that can reduce taxes before filing season even begins. When it is time to prepare the return, the strategy has already been built.
