Services

Client Service Offerings

Families and Individuals

The Koenig Group, LLC employs a comprehensive approach to tax consultation and wealth planning, offering a suite of services for individuals and families that spans college planning at birth to estate planning, and all your tax and financial well-being needs in between.

Commercial Clients

A growing roster of small businesses, multi-company corporate structures, and both emerging and established middle-market companies rely on The Koenig Group, LLC for a range of accounting and financial services to help improve cash flow and increase profitability. You can too.

Individual tax return preparation process & important dates

We at the Koenig Group, LLC are more than just tax preparers. We directly, or through our network of Strategic Business Professionals, provide the following services that have successfully helped many of our clients.

Tax Planning & Compliance

Tax rules and your life never stand still. TKG delivers year-round tax planning, precise tax preparation, and clear guidance for individuals, families, businesses, trusts, and estates. We help you avoid surprises, reduce unnecessary tax, respond to notices, and keep every decision aligned with your financial picture today and tomorrow.

Financial, Retirement & Wealth Planning

A confident future starts with a coordinated plan. We combine tax-smart financial, retirement, and wealth planning with insights from our advisory partners to align savings, investments, income strategies, and legacy goals. Together, we build a flexible roadmap that supports your lifestyle today and provides the meaningful impact you want tomorrow and beyond.

Client Accounting Services (CAS)

Turn your bookkeeping from a burden into a business advantage. Our Client Accounting Services give you an outsourced accounting team for clean books, timely reporting, real-time cash-flow insight, payroll, bill payment support, and fractional controller guidance. This gives you new clarity, control, and more time to focus on sustainable, profitable growth.

Estate & Trust Management

Estate and trust decisions are about people, not just paperwork. We coordinate with your attorney and advisers to handle tax, compliance, reporting details, support executors and trustees, and plan transfers across generations. Our goal is to ensure that more of what you have built reaches the people and causes that matter most, with lasting confidence.