Who We Help
A little financial guidance.
A big load off your mind.
Everyone’s needs are different.
Kandra Finances is a person-to-person support system for financial questions and coaching (budgets) or urgent needs (taxes).
“I’d love to hand off my taxes to a trusted expert who gets it.
“I want a real person to show me the basics of taxes and budgets.”
“Is there a sliding scale for coaching or tax prep services for someone like me?”
Service:
Tax Preparation
Peace of Mind & A Personal Touch: We do your taxes regardless of complicated employment status. We meet virtually to understand your situation and answer any questions — and do taxes at the speed you need.
Low Cost Alternative: For the same or lower cost than TurboTax, we donate 1.5% of profits to diverse social justice organizations. We offer a sliding scale to folks who fit requirements to ensure financial health is possible for all.
Basic Tax Returns
We help with your average return. Have an intake conversation, securely hand off your materials, and let Kandra do the rest.
Multiple W2s / 1099s
The same process applies to folks with more complex taxes — multiple W2s or different employment situations over the course of a year.
Self-Employment
The process doesn’t change — we can coach you through the basics of self-employment taxes, and take the burden off of you when it comes to filing.
Service:
Budget Coaching
A Year-Long Resource: Let us coach you on budgeting and do quarterly financial health “check-ups” beyond tax season to make sure you’re thriving.
Budgeting 101s
Never had a budget or looking for the best ways to get back on track? We can help.
Savings Goals
We’re here to help you with your larger financial goals and how to save — and enjoy life — while gearing up for the future.
Financial Health Check-ups
We can do a one-time or series of check-ups on your financial tools to make sure you’re set up for success.