"I have NEVER had anyone share that level of info with me about the tax return rundown. I think that might be worth the fee alone!"

Desiree was very engaging during our initial meeting. She explained her process and what tax related forms to send her via web uploads, which kept track of all forms and correspondence. At completion she provided a complete review of my return, answered all questions, and provided insights to consider for the current tax year. She returned all emails and calls promptly and followed through to my satisfaction. I am looking forward to continuing working with her next year.

As a military member, finding a tax preparer who truly understands our unique financial landscape can be a challenge. Her own military background is evident in her seamless handling of our complex situation from independent contractor income, state of residency change, rental property income from a different state, to CZTE area. She’s also up to date on the latest benefits military members have like Traditional to Roth TSP conversions.
What truly sets Desiree apart is her exceptional diligence and responsiveness. Not only did she prepare our current return with incredible attention to detail, but she also took the initiative to review our past returns, which were completed by others. She discovered significant errors, filed the amendments on our behalf, and secured us a substantial additional refund. Her expertise literally paid for itself.
Honestly, the value Desiree provides is in a class of its own. The level of customer service, her in-depth knowledge, and the peace of mind she provides are worth far more than her modest fees. You cannot find a higher quality of service for the price. I highly highly recommend her to anyone but especially for those in the military where it can be difficult at times to find a tax preparer who is well versed in all our benefits and pays. 

The client testimonials provided on this page were made by a current client of Kaul Financial Solutions. No cash or non-cash compensation was provided to the client for this statement. As a result, there are no material conflicts of interest resulting from the advisor's relationship with the client.

"I have used Kaul Financial Solutions for my financial planning needs and for tax planning. When tax season comes, I plan to use her service for tax preparation and filing as well. Desiree Kaul is 100% dedicated to her clients and brings an unbiased and honest approach that you may not get with financial planners who are earning money from your money (AUM) or getting different fees for recommending different funds. She listens to my needs and my specific situation as her client, and she tailors the needs precisely to me – it is not a one-size-fits-all service at Kaul financial solutions. She is knowledgeable in so many different areas and has helped me with federal retirement planning, military retirement for my husband, and even the tax aspects of starting my own company. She has tremendous follow through and sends educational resources after the meeting to ensure the client has ample understanding. Lastly, Desiree is creative and has a wealth of knowledge, providing solutions that I would have never thought of. I could not be any more satisfied and cannot think of any areas for improvement. I just feel blessed to have her services, and I value her high level of expertise and her forthright advice."