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About

KL Financial LLC is a Palmetto, GA tax and financial services firm serving clients in the Atlanta Metro area and through online options across the United States. The firm focuses on tax planning and preparation, financial planning, and accounting services, with support available for both in-person and remote service formats.

The practice works with small businesses, families, and clients with higher-income or high-net-worth planning needs. Its listed capabilities include bookkeeping and payroll, new business formation, sales tax, and help with IRS notices or audits. The team includes professionals identified with EA and CFP® credentials, along with accounting and administrative staff.

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Services

Accounting services

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New business formation

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Bookkeeping services

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Payroll services

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IRS notice and audit help

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Sales tax

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Tax planning

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Tax services

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Service areas

Atlanta Metro areaPalmetto, GA

Credentials

EACFP®