Proactive tax planning integrated with every other decision we make for you. No surprises. No April scrambles. Just coordination.
Your CPA sees you once a year. They file what happened. They don't shape what happens next. Meanwhile, your investment advisor made moves without thinking about the tax bill. Your attorney structured a deal without asking about timing. And your estimated payments? Best guess.
You're not just paying taxes — you're overpaying, because nobody is planning ahead. Every year, the same surprise. The same scramble. The same feeling that you left money on the table without knowing how much.
And the real cost isn't just the taxes themselves. It's the complexity that builds each year. Multi-state income. Multiple entities. Carried interest. Stock options. The tax code has become a liability, not a tool.
Reality
Tax prep is reactive. File and forget.
Reality
Decisions are made in silos. Your CPA doesn't talk to your advisor.
Reality
Complexity multiplies. Each new business, entity, or structure adds risk.
Reality
You never know what you could have saved.
Steven Karkenny is a CPA and CFP® — tax law and financial planning aren't separate domains in his world, they're the same conversation. He speaks fluent tax code. But more importantly, he thinks strategically about your entire financial picture.
At Kanan, tax isn't an afterthought. It's the lens through which every decision is viewed. Your investment moves. Your charitable gifts. Your real estate transactions. Your business structure. All of it, viewed first through the tax lens.
And because we're AI-native, we don't just plan in April. Our systems monitor your situation year-round. When an opportunity appears, we catch it. When a risk emerges, we address it. When tax law changes, we adjust before it costs you.
Tax expertise + financial planning strategy aligned.
Complex structures, multi-state exposure, business entities.
Not just April. 24/7 AI-driven tax opportunity detection.
We work with your attorney. We align with your business advisor.
Complete review of your current tax structure, entity setup, multi-state exposure, and planning gaps. We see what you don't.
Every financial move — investments, gifts, real estate, business — is viewed through the tax lens first. Strategy before execution.
Estimated payments, tax-loss harvesting, Roth conversions, charitable timing — executed when the math says to, not when April reminds us.
Tax preparation that's anti-climactic, because everything was planned in advance. No surprises. Just numbers that make sense.
Tangible outputs you own. Not theoretical strategy. Concrete tax planning tailored to your situation.
"Your business structure impacts everything. We optimize your entity setup and help you avoid the tax traps that come with complexity."
"Options, RSUs, carried interest — the tax code treats each differently. We untangle it so you understand the real cost of your compensation."
"Multi-state income + endorsements + deductions = complexity. We structure your tax life so your earnings compound, not disappear."
"Charitable giving is more than generosity — it's an integrated part of your tax strategy. We maximize your impact and your deductions."
"Stock awards, deferred plans, pension decisions — each one has tax implications. We help you navigate the choices that matter most."
"If your tax situation is unique — if it requires expertise beyond a typical CPA — we're built for you. Complexity is our baseline."
"The difference between reactive and proactive tax planning? For most of our clients, six figures. Every year."
That's not just math. That's compounding. That's your legacy.
Tell us about your tax situation — your entities, your income sources, your complexity. We'll listen first. Then we'll tell you what we see and what's possible.
30 minutes. No obligation. No sales pitch.