KDG & Associates, Inc. is a boutique CPA firm specializing in tax and CFO advisory services for sophisticated individuals and growth-oriented organizations. We serve High-Net-Worth Individuals, flow-through entities, startups, venture capital firms, real estate and REIT structures, nonprofits, and operating businesses across a wide range of industries.

 

Our tax practice is built around proactive planning, complex compliance, and long-term tax efficiency across multiple entity structures and operating environments. We also provide multistate, international, and transaction-based tax guidance to support our clients through every stage of growth and change.

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Our CFO advisory practice provides strategic, hands-on financial leadership for venture capital firms, real estate funds, startups, and operating businesses. We support our clients with cash-flow management, financial modeling, budgeting and forecasting, investor and board reporting, capital raise preparation, and operational scaling.

 

With deep experience across funds, real estate, and high-growth environments, we operate as a true financial partner—aligning strategy, compliance, and execution to drive sustainable growth.

KDG & Associates, Inc.

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KDG & Associates, Inc.

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