K&M AssistantAsk Anything About Working With Us

Services, how pricing works, the client portal, what to bring, and what happens next. The assistant answers from our approved information and hands you to a licensed CPA for anything specific to your situation.

K&M Tax CPAs With AI

Online

General information only, not tax advice.

The K&M Assistant robot holding a tax planning and advisory checklist

What You Can Ask

  • Our services

  • How pricing works

  • The client portal

  • IRS and state notices

  • What to bring

  • Partnerships

Prefer a person?

A Licensed CPA Is One Message Away

The assistant covers the general questions. For your own numbers, deadlines, or a letter from the IRS, send us a few details and a licensed CPA will follow up within one business day.

The K&M Assistant robot in the office