Frequently Asked Questions

  • Do you serve clients outside Pennsylvania?

    Yes, KTS LLC provides tax services to clients across all 50 states. We offer both virtual and local consultations to serve remote customers nationwide.

  • How many years of experience does your owner have?

    Shari Kelly has over 14 years of tax industry experience from major firms including H&R Block and Jackson Hewitt. She founded KTS LLC in 2024.

  • Do you offer year-round tax planning?

    Yes, we provide year-round personal tax planning to optimize deductions, credits, and retirement planning. This helps reduce future tax liabilities through strategic planning.

  • Can you handle multi-state tax returns?

    Absolutely. We're expert in multi-state filings for both personal and business taxes. We handle Pennsylvania taxes and filings across all states.

  • Do you provide virtual appointments?

    Yes, we offer both in-person and virtual appointments for all services. Virtual consultations are available for clients locally and nationwide.

  • What business structures do you work with?

    We provide tax services for LLCs, corporations, and sole proprietors. Our 14 years of experience covers diverse business structures and entity setup guidance.

  • Do you offer credit repair services?

    Yes, we provide personalized credit repair programs to restore and strengthen credit profiles. We focus on disputing errors and educating clients on responsible credit management.

  • Can you help with bookkeeping?

    Yes, we offer reliable bookkeeping for individuals and small businesses with accurate monthly reports. Our bookkeeping integrates seamlessly with business tax services.

  • Do you provide business tax planning advice?

    Yes, we offer strategic business tax planning to minimize liabilities and prepare for growth. We provide guidance on entity setup, deductions, and compliance.

  • What's your approach to client service?

    We're built on integrity, structure, and delivering 100% results. We combine expert tax preparation with ongoing client education for transparent, reliable service.

  • What documents do I need for tax prep?

    Bring your W-2s, 1099s, receipts for deductions, prior year return, and bank account information. We'll guide you through any missing items during your appointment.

  • How can tax planning save me money?

    Year-round planning optimizes deductions, retirement contributions, and timing strategies. Most clients save hundreds to thousands annually through proactive planning versus reactive preparation.

  • Do you handle Pennsylvania multi-state returns?

    Yes, we specialize in multi-state filings for Pennsylvania residents working in New York or New Jersey. Our 14 years of experience covers all interstate tax requirements.

  • When should I start my business tax planning?

    Begin planning in January to maximize deductions and strategic timing. Early planning helps optimize entity structure, equipment purchases, and cash flow throughout the year.

  • Can you integrate bookkeeping with tax services?

    Absolutely. Our monthly bookkeeping seamlessly connects to tax preparation, reducing costs and improving accuracy. This integration typically saves 30-40% on preparation fees.

  • What business structures do you work with?

    We handle LLCs, corporations, partnerships, and sole proprietorships. Our experience includes entity setup guidance and structure optimization for tax efficiency.

  • How long does tax preparation typically take?

    Simple returns take 1-2 hours, while complex multi-state or business returns may need 3-4 hours. Virtual appointments offer flexible scheduling for busy professionals.

  • Do you offer year-round tax support?

    Yes, we provide ongoing consultation, quarterly planning reviews, and document organization support. Year-round clients typically achieve better tax outcomes and refunds.

  • Can credit repair help with tax liens?

    Our credit repair addresses tax-related credit issues through proper dispute resolution and payment plan strategies. We coordinate with tax planning for comprehensive financial recovery.

  • What makes your approach different from chains?

    We provide personalized education and 14 years of major firm experience with small business attention. Clients get direct access to owner Shari Kelly.