IUL Retirement Wealth Strategy
Retire Tax-Free. Live Stress-Free. Build Wealth for Your Legacy.
An IUL is not just insurance — it’s a wealth tool. It gives you tax-free retirement income, market protection, growth potential, and security for your family.
When structured correctly, an IUL can change your entire financial future. We make sure it’s done the RIGHT way — built for cash, not commissions.
What You Get With Our IUL Strategy
Customized Retirement Blueprint
We design your plan based on YOUR goals — income, wealth transfer, legacy, tax savings.
Correct Policy Structure for Maximum Cash Value
We prioritize your wealth, not an agent’s commission.
Cash Value Growth Without Market Loss
Your money grows when the market performs…
Tax-Free Loans & Withdrawals
You can access your money tax-free during retirement or emergencies.
Annual Policy Reviews
We monitor performance to ensure your plan stays on track.
How This Helps You Win
Tax-free retirement income
Wealth protection for your family
Financial safety net from day one
Growth without market risks
Generational wealth
Peace of mind and stability
Your retirement deserves a strategy — not guesswork.
Business Funding Services
Basic Analysis
Full Retirement Blueprint
Wealth Legacy Package
Expert Tax & Financial Solutions You Can Trust, Get Started Now!
Managing taxes and financial planning can be complex, but our experts are here to guide you every step of the way.
OUR SERVICES
Innovative Solutions for Financial Management
We combine tax expertise, financial leadership, retirement planning, and business advisory into a holistic system that supports your business.
Fractional CFO & Financial Planning
Get CFO-level strategy without the full-time cost. From forecasting to budgeting and KPI tracking, we give you the insights you need to grow profitably and run your business with clarity.
Taxes & Tax Planning
We take the stress out of tax season with accurate preparation, smart strategies, and year-round guidance helping you minimize your tax burden and make confident financial decisions.
Business Funding & Capital Readiness
We get your business “funding-ready” by organizing your financials, building credibility, and positioning you to qualify for loans, grants, and capital opportunities when you need them.
IUL Retirement Wealth Strategy
Build long-term wealth with tax-advantaged IUL strategies tailored for entrepreneurs and individuals. Protect your future, support your family, and create financial freedom.
Client reviews
How We’ve Helped Our Clients
Absolutely phenomenal service! I came to Keesha with a daunting $23,000 tax liability, and through her expertise, attention to detail, and strategic approach, she reduced it to zero. I was blown away by her professionalism, clear communication, and commitment to getting the best possible outcome for me. Keesha explained everything in a way I could understand, found deductions and credits I never knew I qualified for, and handled the process with confidence and integrity. If you want results, honesty, and true tax expertise, this is the firm you need. Highly recommend to anyone serious about saving money! I recommend anyone/everyone in business to get the tax planning assessment!!!!
Mrs. Keesha is the tax GOAT! She is very professional and went above and beyond for my husband and I. I promise you, you can not go wrong using K.G. Tax & Accounting Solutions for all your tax and business needs.
I’m so happy to have found you online by searching for a tax preparation and professional lady. You helped me in more ways than one. I give you five stars.
K.G did my taxes this year and I was fully satisfied! She was able to get my taxes done within a week. I reached out to her thinking I would need to file an extension but she told me that we would meet the deadline and we did! Very professional, efficient and pleasant. I would recommend.
Mrs. Ezell has been doing my taxes for several years. She is professional, knowledgeable, prompt and affordable. I am very satisfied with her service.
For those seeking reliable tax services or an accountant, K.G Tax & Accounting Solutions is highly recommended. They keep abreast of tax laws, ensuring that detailed information is always available. The customer service and the depth of knowledge they provided to my husband and me were especially noteworthy. Having a dependable partner is crucial for financial management. As a small business owner, it's important to have someone who grasps the financial dos and don'ts for your business and can assist in optimizing all aspects for financial success. Their professionalism and tax expertise are outstanding! Mr. & Mrs. Carter
Transparency Review- my taxes was a “MESS” not a little one either a “BIG MESS” I absolutely love Keesha she saves my life every year and helps me move my business in a positive direction 🥰. Goes above and beyond all year round not just tax time. Very down to earth and knowledgeable.…
Reliable. Transparent and Personable. Well use again!
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frequently asked questions
Find Quick Answers
Do you file federal and state tax returns?
Yes! We prepare federal and state returns. Multi-state filings are supported; fees apply for state-specific filings.
Are you licensed/insured?
Our staff includes experienced accounting professionals and we carry professional liability coverage.
How do I upload my documents?
Use our secure app or Google Form. You’ll receive a secure link after booking.
What payment methods do you accept?
We accept major credit cards, ACH transfers, and business checks.
What if I need ongoing support?
Choose from our Essential, Growth, or Elite packages, or request a custom engagement.
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