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Guiding Business Leaders with Smart Solutions to Build a Stronger Future.

System and Organization Controls (SOC) Services

SOC audits that strengthen credibility, support compliance, and give your clients the assurance they expect.

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Accounting and Business Consulting

Integrated tax and business advisory services — supporting both the company and its owners at every stage of growth.

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Accounting & Assurance

KLR offers a full range of financial and management assurance services to help your business reach its full potential.

Service details

Tax Services

Comprehensive, forward-thinking tax guidance that aligns with your goals and adapts as you grow.

Service details

Employee Benefit Plan Audits

We assist plan sponsors and administrators with the complexities of complying with ERISA, DOL & IRS requirements.

Service details

R&D Tax Credits

Unlock hidden tax savings through the R&D Tax Credit—rewarding your investment in new products, processes, and technologies.

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Cost Segregation

Cost Segregation studies can potentially save property owners thousands of dollars over multiple years.

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International Tax

International tax services for businesses and individuals, including cross-border planning, compliance, and global mobility support.

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Virtual CFO and Outsourced Accounting

Streamline financial operations and unlock growth with outsourced accounting services

Service details

State and Local Tax

Multistate tax guidance to help your business stay compliant, reduce exposure, and plan with confidence.

Service details

System and Organization Controls (SOC) Services

SOC audits that strengthen credibility, support compliance, and give your clients the assurance they expect.

Service details

Accounting and Business Consulting

Integrated tax and business advisory services — supporting both the company and its owners at every stage of growth.

Service details

Accounting & Assurance

KLR offers a full range of financial and management assurance services to help your business reach its full potential.

Service details

Tax Services

Comprehensive, forward-thinking tax guidance that aligns with your goals and adapts as you grow.

Service details

Employee Benefit Plan Audits

We assist plan sponsors and administrators with the complexities of complying with ERISA, DOL & IRS requirements.

Service details

R&D Tax Credits

Unlock hidden tax savings through the R&D Tax Credit—rewarding your investment in new products, processes, and technologies.

Service details

Cost Segregation

Cost Segregation studies can potentially save property owners thousands of dollars over multiple years.

Service details

International Tax

International tax services for businesses and individuals, including cross-border planning, compliance, and global mobility support.

Service details

Virtual CFO and Outsourced Accounting

Streamline financial operations and unlock growth with outsourced accounting services

Service details

State and Local Tax

Multistate tax guidance to help your business stay compliant, reduce exposure, and plan with confidence.

Service details

System and Organization Controls (SOC) Services

SOC audits that strengthen credibility, support compliance, and give your clients the assurance they expect.

Service details

Accounting and Business Consulting

Integrated tax and business advisory services — supporting both the company and its owners at every stage of growth.

Service details

Accounting & Assurance

KLR offers a full range of financial and management assurance services to help your business reach its full potential.

Service details

Tax Services

Comprehensive, forward-thinking tax guidance that aligns with your goals and adapts as you grow.

Service details

Employee Benefit Plan Audits

We assist plan sponsors and administrators with the complexities of complying with ERISA, DOL & IRS requirements.

Service details

R&D Tax Credits

Unlock hidden tax savings through the R&D Tax Credit—rewarding your investment in new products, processes, and technologies.

Service details

Cost Segregation

Cost Segregation studies can potentially save property owners thousands of dollars over multiple years.

Service details

International Tax

International tax services for businesses and individuals, including cross-border planning, compliance, and global mobility support.

Service details

Virtual CFO and Outsourced Accounting

Streamline financial operations and unlock growth with outsourced accounting services

Service details

State and Local Tax

Multistate tax guidance to help your business stay compliant, reduce exposure, and plan with confidence.

Service details
Free Download

Year-End Tax Planning Guides for Businesses & Individuals

Year-end tax saving strategies for 2025 and beyond.

Download Now
Resource Center

All Things OBBBA: Latest Updates & Insights

The tax law explained - resources for individuals and businesses

Learn More
Tax Update

IRS Announces 2025-2026 Per Diem Rates

The IRS keeps business travel allowances unchanged.

Learn More
Free Download

Year-End Tax Planning Guides for Businesses & Individuals

Year-end tax saving strategies for 2025 and beyond.

Download Now
Resource Center

All Things OBBBA: Latest Updates & Insights

The tax law explained - resources for individuals and businesses

Learn More
Tax Update

IRS Announces 2025-2026 Per Diem Rates

The IRS keeps business travel allowances unchanged.

Learn More

Latest news, advice and insights

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global Tax

New Path for 529 Plans: Can You Boost Retirement Savings While Paying Off Student Loans?

Do you have leftover 529 plan funds? Thanks to recent tax law changes, you can now use them to pay off student loans, cover K-12 tuition or even roll them into a Roth IRA (penalty free). Here’s what you should know.

By Kristin Kelley January 05, 2026

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