KAI Global Mgmt Pros, Inc
KAI Global Mgmt Pros, Inc

KAI Global Mgmt Pros, Inc

Offers remote services
Discounts available
Offers remote services
Discounts available
$350
starting cost


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Annual revenue

Responds in about 2 hours

Introduction: With over 20 years of tax preparation and business management experience, I have discovered that in the grand scheme of things, tax season is ALWAYS just around the corner. I have also learned that business owners want to do what they do -- serve their clients not necessarily run their business -- so I focus on serving all aspects of their business management needs. My goal is to educate my clients on how to effectively and efficiently start, build and manage their businesses, preparing all year long so that together we can minimize their tax liability and maximize their personal and business finances. I also offer the convenience of a 'mobile' service so that instead of the client coming to me, I travel to the client to serve their tax, financial and business management needs. Even in this pandemic, I continue to offer my clients -- old and new -- personal touch services, while ALWAYS being mindful of social distancing and the realities, threats and potential costs of being wreckless in my service delivery. So masks AND face shields are worn for every person-to-person appointment, both business and personal. Lastly, DISCOUNTS are offered to NEW clients and BONUSES to clients who refer my services to other paying clients.
Overview

Hired 22 times

Serves Melville, NY

Background checked

1 employee

22 years in business

Payment methods

Cash, Credit card, PayPal, Venmo, Zelle

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

2 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

23 reviews

5
96%
4
4%
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Read reviews that mention:


Cristyn G.

Individual Tax Preparation

Lynette was great and easy to work with. She handled my personal taxes and she was super knowledgeable and turned them around quickly.
Apr 4, 2021
·
Verified
Eric J.

Individual Tax Preparation

She did a great job helping me deal with an annoying tax situation that would have been very difficult to figure out myself and did a good job of communicating with me throughout the process. She is also incredibly friendly, knowledgeable, and easy to work with, which made things a lot easier for me as someone who knows very little about taxes or finance. On top of that, she also had the integrity to let me know that my taxes ultimately did not need to be amended and did not charge me for the remainder of the initially agreed upon price (a price that was already reasonable to begin with). If I am ever in need of a tax professional again she will be the first person I call, and I would recommend her service to anyone looking for the right professional.
Mar 25, 2021
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Verified
Justin H.

Individual Tax Preparation

Would give 10 Stars if I could. This beautiful lady stayed up late to help me get a tax issue corrected. I’m so incredibly thankful for the service that she provided, the professionalism that I experienced, and the attention to detail. She will by my tax person for years to come.
Feb 19, 2021
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Verified
Tara B.

Individual Tax Preparation

I had a slightly stressful tax deadline to meet, chose Lynette for the job and was so happy I did! Along with her superior skillset, she'll add in a wonderful dose of positivity and good vibes. We got the job done rather quickly, along with a refund I wasn't expecting, yes :) If you are seeking tax help, choose KAI Global Management, Lynette goes above and beyond and will make your tax goals a ton easier.
Nov 25, 2020
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Verified
Angela A.

Lynette is our tax preparer and it is a pleasure working with her. Many business professionals treat clients so impersonally until you need their services, and sometimes not even then. Lynette makes time to address any concerns you may have, even outside of tax season, without charge depending on the complexities of the concern. We were business tax clients for several years and have recommended her services without hesitation. We have recently became personal tax clients and continue to be very satisfied with the support and services provided. Ps.. while we were only able to select 3 of the 5 options listed above, the professionalism demonstrated by KAI Mobile Tax Services reflects an excellence in all 5 options.
KAI Global Mgmt Pros, Inc's reply
Wow! I am so pleased to know that the services provided to you were valuable. It is always a great time when I can assist a client in transforming their financial situation and taxes are often a starting point to reaching that goal. It was such a pleasure to work with you.
Oct 4, 2020
Credentials
Background Check

Lynette Bryant

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    It is important to know that I will work very diligently to minimize the client's tax liability. I will ask as many questions as is necessary to make sure that the tax picture that is presented to Federal and State agencies are as accurate as possible and considers the client's specific tax situation. The fees that I charge are due and payable prior to releasing or filing final tax documents.

  • What is your typical process for working with a new customer?

    My typical process for working with a new customer is to do an initial consultation to determine the specific needs of the client. Once the needs of the client have been realized, I give the client an estimate of the total cost of their tax preparation services so that they know up-front what to expect to pay. If the client chooses to move forward with me a Client Intake is completed and an appointment is made. During this time of COVID-19, the appointments are typically virtual. Document collection can take different forms. I collect documents by physically picking them up from the client, by mail, via email, or text. It typically depends on what is most comfortable and convenient for the customer.

  • What education and/or training do you have that relates to your work?

    I have an Undergraduate Degree in Economics; a Masters Degree in Business Administration and a second Masters Degree in Science with a concentration in Financial Management. I have been serving the tax community for over 20 years and I have tax and business management clients from NY to Texas.

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