Our Story
MKB Financial Group was created to elevate the tax experience—for clients and for the professionals who serve them. We combine accurate, compliant work with practical education so people can make smart money moves in plain English.
Today, we support clients nationwide with virtual service and a strong presence in Louisiana and Texas. Whether you need a clean return, monthly books, or guidance through notices, we meet you where you are and build from there.
Mission, Vision & Values
Mission: Deliver premium education, compliant tax services, and mentorship that help people thrive financially.
Vision: Raise the standard of tax service and empower more professionals—especially from underrepresented communities—to lead with excellence and build legacy.
- Excellence: Quality work, on time, every time.
- Compliance first: Returns and systems you can trust.
- Education: We explain the “why” in plain language.
- Community & legacy: We believe financial knowledge changes families.