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ABOUT US
Kidd Advisors was founded with one mission in mind: to be more than just another tax service. We exist to be true financial partners for professionals like doctors, dentists, veterinarians, and individuals who want guidance that goes deeper than the numbers.
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We know the demands you face—balancing the growth of a practice, managing complex tax laws, planning for retirement, and making smart decisions for your future. That’s why we don’t stop at tax preparation. Instead, we provide proactive, year-round strategies designed to fit your unique goals and lifestyle.
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At Kidd Advisors, we combine advanced technology with a personal, relationship-driven approach. Our goal is simple: to help you reduce financial stress, build lasting wealth, and make confident choices about the road ahead.
WHO WE SERVE
Veterinarians
Financial health is the result of dedicated accounting and advisory services.
Doctors/ Dentists
We know your days are packed with patients, paperwork, and running a busy practice — the last thing you need is the added stress of managing your taxes and bookkeeping. Whether you’re a solo practitioner or managing a growing practice, we’ll help you stay organized, compliant, and financially healthy year-round.
Professional Services
We specialize in providing tailored bookkeeping and accounting services for professionals.
Financial Planning Clients
At Kidd Advisors, our ideal financial planning client is someone approaching retirement who has worked hard to build significant wealth—typically with investable assets of $1 million or more. We specialize in helping individuals at this stage make confident, informed decisions to protect what they’ve earned, maximize income in retirement, and create a lasting legacy for their families.
WE CARE ABOUT YOUR OPERATIONS, NOT JUST NUMBERS
Running a business takes time, energy, and focus—and we know your to-do list is already long enough. That’s why our experienced team at Kidd Advisors is here to take the weight of complex bookkeeping off your shoulders. From daily transaction classification and expense tracking to payroll management, bill payment, and invoicing, we cover every detail with precision.
We also provide proactive business tax planning and preparation, along with clear, easy-to-understand financial reporting, so you always know exactly where your business stands. Our goal is to give you peace of mind, streamline your operations, and free you up to concentrate on what you do best—growing your business.
FINANCIAL PLANNING SERVICES
At Kidd Advisors, our ideal financial planning client is someone approaching retirement who has worked hard to build significant wealth—typically with investable assets of $1 million or more. We specialize in helping individuals at this stage make confident, informed decisions to protect what they’ve earned, maximize income in retirement, and create a lasting legacy for their families.