Firm Promotions
We are pleased to announce several well-deserved promotions effective July 1, 2026. These individuals have consistently demonstrated exceptional dedication, professionalism, and commitment to serving our clients and supporting our team. Their hard work and contributions have played an important role in the continued success of our firm, and we are excited to recognize this next step in their careers.
Please join us in congratulating Kalira, Aarati, Connor, Elizabeth, Kody, Swasti, and Risley on this well-deserved accomplishment! We look forward to their continued growth, leadership, and success in their new roles. Congratulations! 🎉
Kalira Miller
Audit Manager 2
Aarati Pant
Tax Manager 1
Connor Housey
Audit Manager 1
Elizabeth Arcari
Tax Manager 1
Kody Craft
Tax Senior
Swasti Paudel
Tax Senior
Risley Rivere
Tax Senior
Welcome to the team!
Alexis Fuentes
Tax Staff
Kalyb Rochon
Tax Staff
Brock Wilt
Tax Senior
We hope that all of our clients had a very special Father's Day!
Join Our Team!
We are always interested in meeting highly qualified and motivated individuals to join our team. We offer a very competitive compensation and benefits package and a good work life balance environment.
If you're interested in exploring employment opportunities with our firm, please email your CV/resume to recruiting@kl.cpa
Featured Insights
Why financial strategy must evolve over time
Effective financial planning isn’t a one-time event, it’s an ongoing process that must adapt as your life, income, and goals change over time. From building early savings to navigating tax strategy in peak earning years to preparing a sustainable retirement income, each life stage brings new challenges and opportunities that a static plan simply can’t address. Read on to learn how a lifecycle-based approach to financial planning can help you make smarter, more coordinated decisions at every stage of the journey.
Newly married this year? The tax changes couples miss
Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say “I do,” to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.
Summer Jobs, Side Hustles, and Summer Tax Problems
Summer jobs and side hustles can feel like easy extra money, but without the right planning, that income can turn into a surprise tax bill next April. From W-4 mistakes and self-employment taxes to new 1099 reporting thresholds, there are more ways to get tripped up than most families realize. Read on to learn the most common summer tax pitfalls and exactly what you can do right now to avoid them.