ACCOUNTING
& FINANCIAL
Let’s talk

FOR INDIVIDUALS & FAMILIES

Personal Tax Preparation
with a CPA

Your tax return should reflect the life behind it. KFN works with individuals and families whose income, investments and decisions deserve a thoughtful review—not just another filing-season transaction.

Discuss my personal return →

Based in Third Lake, Illinois · Virtual service nationwide

IS KFN RIGHT FOR YOU?

Tax support as your finances evolve.

From employment and investment income to equity compensation, rental activity and income across state lines, we help you organize the details and identify where a planning conversation belongs.

PREPARATION + PLANNING

The details.
The bigger picture.

01

Individual income tax preparation

Prepare your personal return around the income sources, deductions, credits and information relevant to your circumstances.

02

Investments & equity compensation

Review investment reporting and employer equity documents, including information needed to evaluate stock compensation and cost basis.

03

Rental income & business interests

Connect property activity and K-1 information with your personal filing. More extensive property planning can be addressed through our real estate tax services.

04

Multi-state & life changes

Discuss moves, work across state lines, changes in family circumstances and major financial events that may affect your filings.

YOUR FIRST CONVERSATION

Bring the context.
We’ll define the scope.

Start with a discovery call. We discuss your situation, confirm the services and fees, then provide secure onboarding instructions.

What we’ll discuss

  • Income sources: W-2s, investments, rentals or business interests
  • States where you lived, worked or earned income
  • Your prior return and any outstanding notices
  • Major changes and planning questions for the coming year

You do not need to send sensitive documents to book a call. Use KFN’s secure onboarding process for tax records.

EXPERIENCE BEHIND THE ADVICE

Led by Kyle Nader, CPA.

Kyle’s background spans forensic accounting, financial software consulting, CFO leadership and business advisory. That perspective helps connect your tax work with the financial decisions around it.

Meet Kyle and KFN →

“Kyle is really thorough and knowledgeable.”
Zach Snow · Google review excerpt
Read selected client feedback →

Selected positive feedback about KFN; not a claim of a specific tax outcome. See the linked review profiles for the full range of reviews.

ILLUSTRATIVE SCENARIO — NOT A CLIENT CASE STUDY

An employee with investments and a new rental

An individual receives a W-2, holds brokerage investments and begins renting a property. The review starts with income documents, acquisition records and rental activity. KFN can connect those items in the personal return and identify questions that warrant a separate planning engagement.

Hypothetical example only. No client identity, results or savings are implied.

BEFORE YOUR CONSULTATION

Practical tax guides.

COMMON QUESTIONS

Before we begin.

How much does a personal return cost?

KFN charges $750 for personal tax return preparation. We confirm what your engagement includes before work begins and identify separately quoted services such as business returns, amendments or planning.

Can you help with RSUs or other employer equity?

Yes. We can review your employer and brokerage documents as part of the agreed scope. Bring your equity compensation questions to the consultation so we can identify the information needed.

Can I work with KFN outside Illinois?

Yes. We work virtually with clients nationwide and review the relevant state filing needs during onboarding.

How do I send sensitive tax documents?

Use the secure document-sharing process provided during onboarding. Do not send Social Security numbers, tax returns or account details through a general website inquiry.

LOCAL EXPERIENCE. NATIONWIDE REACH.

Your Lake County tax partner.

Based in Third Lake, KFN serves Libertyville, Grayslake, Gurnee, Mundelein, Vernon Hills and the Round Lake communities, with virtual appointments for clients across the United States.

Lake County services →

LET’S TALK TAXES

Discuss my personal return.

Start with your situation. Leave with a clear next step.

Schedule a consultation →

EXPLORE KFN TAX SERVICES