A Smarter Approach to Taxes
Tax filing and strategic tax planning for individuals and small business owners.
Services Overview
Tax Services That Go Beyond Filing
From preparing your annual return to planning for what's ahead, tax services designed around your individual needs.
Tax Returns
Personal and business returns including 1040s, S-corps and partnerships
Tax Planning
Owner pay planning, quarterly estimated tax payment planning and end of the year tax strategy
Why Off the Bay Tax & Accounting
(01)
Proactive Tax Planning
Tax planning doesn't stop when tax season ends. Off the Bay Tax & Accounting focuses on helping clients plan ahead and identify potential tax saving opportunities throughout the year.
(02)
Accounting Expertise
With over nine years of experience in auditing and corporate accounting, Kendall brings a strong financial background and attention to detail to every tax return.
(03)
Beyond the Tax Return
As both a CPA and CFP® professional, Kendall understands how taxes connect to retirement, investments, business decisions, and the bigger financial picture.
About
Beyond the Balance Sheet
I'm Kendall, the founder of Off the Bay Tax & Accounting. After spending over nine years in auditing and corporate accounting, I made one of the biggest decisions of my life to leave the corporate world behind to start my own firm.
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If you're a business owner, you probably understand the roller coaster that comes with that decision! Building a business has challenged me in ways I never expected. It's been incredibly difficult, but also incredibly rewarding.
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I'm sharing this because the business I'm building and the people I help genuinely matter to me. I hear people say things like, "I wish my CPA would call me back," or "I wish I knew what I owed before tax season." I want to be the CPA who changes that experience. Someone who returns your calls, answers your questions, and helps you plan ahead instead of waiting until it's too late to make a difference.
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And I'm navigating many of the same financial decisions as my clients. My husband and I made our first real estate investment this year, and we're working through an S corporation election for his business. I understand firsthand how complicated these decisions can feel and how valuable it is to have someone help you navigate them.
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I won't pretend to know every answer off the top of my head, but I'm meticulous about finding the right one and doing right by the people who trust me with their finances. Thanks for stopping by and I hope we have the opportunity to work together!
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