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Testimonials

Rob M. (tax client)

"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!"

Wendy C. (financial planning 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."

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