KP Financial Firm

KP Financial Firm is a financial planner in Orlando, Florida, offering personalized financial and tax services to individuals, families, and small businesses. With over 14 years of experience, the firm specializes in tax preparation, financial planning, and audit assistance, providing clients with a structured six-step process to build long-term financial stability. Services include free tax ID applications, virtual tax storage for five years, double-checking past filings, IRS problem resolution, and support for all 50 states’ tax returns. The firm also offers cash flow strategies and financial roadmaps tailored to each client’s unique goals. Known for its client-focused approach, KP Financial Firm has earned a 4.90 rating from its clients, reflecting strong satisfaction with its guidance and service.

The firm emphasizes financial education as a core part of its mission, aiming to empower clients of all income levels to make informed decisions. Its team, led by Kelly Polania and Sara Sleeper, operates under values centered on ownership, empathy, respect, and proactive communication. The company fosters a culture of trust and integrity, promoting open dialogue and long-term client relationships. By combining expert knowledge with personalized service, KP Financial Firm helps clients reduce financial stress and achieve their financial objectives.

Located at 6900 Tavistock Lakes Blvd Suite 400-2 in Orlando, the firm serves clients throughout Central Florida. Its commitment to community and financial literacy has made it a trusted resource for residents seeking reliable, transparent financial guidance. With a proven track record and a focus on education, KP Financial Firm stands out as a dependable partner in financial planning across Orlando.

Services:

• Community Education on Financial Choices
• Consultant Services for Finances and Taxes
• Financial Planning and Strategy
• Personalized Financial Roadmaps
• Tax Service