Kirwan Financial Services

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Kirwan Financial Services No two businesses are the same. Your tax strategy shouldn’t be either. Custom tax prep + year-round strategy for business owners & individuals.

Now offering Annual IRS Protection.

📍 Northeast Florida | Serving Clients Nationwide

In Black & White is for small-business owners who are ready to move beyond the vision board and build the plan behind it...
10/14/2026

In Black & White is for small-business owners who are ready to move beyond the vision board and build the plan behind it.

During this hands-on experience, Karen Mack of Tidy by Karen and I will guide you through organizing your business priorities, strengthening your systems and records, preparing for your tax responsibilities, and creating a written 90-day action plan for 2027.

Your experience includes:

🖤 Two guided working sessions
🤍 A printed planning workbook
🖤 A tax-record organization binder
🤍 A written 90-day action plan
🖤 A plated meal at Hangar One Bistro
🤍 Meaningful connections in an intimate setting limited to 25 guests

📅 Saturday, November 21, 2026
⏰ 10:00 AM–1:00 PM
📍 Hangar One Bistro | St. Augustine, Florida

Tickets are officially available. Link in my bio. 🖤🤍

#904

2027 will be here before we know it and if your business still feels reactive, scattered, or unclear, this experience wa...
10/11/2026

2027 will be here before we know it and if your business still feels reactive, scattered, or unclear, this experience was created with you in mind. 🤍

In Black & White is a hands-on business organization and tax-readiness experience for small-business owners who want to head into 2027 with more clarity, structure, and intention.

This isn’t just about setting goals.
It’s about creating a plan you can actually use.

We’ve designed an intentional experience that brings together practical guidance, meaningful conversations, and time dedicated to working ON your business.

Together, we’ll explore what needs attention before the new year, from organization and systems to tax readiness and actionable next steps.

✨ Here’s what you can look forward to:

- A guided workbook to help you reflect, organize, and plan
- Dedicated time to work through your priorities and create a realistic 90-day action plan
- Meaningful connections with fellow small-business owners
- Food included, so you can enjoy the experience while focusing on your business

Because planning for the year ahead should be more than another item on your to-do list.

🗓 Saturday, November 21, 2026

🕙 10:00 AM–1:00 PM

📍 Hangar One Bistro | St. Augustine

🎟️ Tickets opening soon!

We’re keeping this experience intimate, with just 25 seats available.

Want to be among the first to know when registration opens? Join our early-access list through the link in bio.

We’d love to have you join us. 🤍

Jacksonville, FL Professional Organizer | Karen Mack

January is for ex*****on. Go into 2027 with your plan already made.I’m partnering with Karen Mack of Jacksonville, FL Pr...
09/27/2026

January is for ex*****on. Go into 2027 with your plan already made.

I’m partnering with Karen Mack of Jacksonville, FL Professional Organizer | Karen Mack for In Black & White: Planning 2027, an intimate planning experience for entrepreneurs ready to enter the new year with clarity and structure.

November 21 | Jacksonville
Limited to 25 guests.

Join the early access list through the link in my bio.

Here I go again 🤭Few weeks after getting back from Europe, the suit case is back out, but this trip looks a little diffe...
08/31/2026

Here I go again 🤭
Few weeks after getting back from Europe, the suit case is back out, but this trip looks a little different. Heading to Orlando this week for the IRS Nationwide Tax Forum.

I’m always a student and keep up with tax updates so my clients don’t have to. Tax laws, guidance, and strategies continue to change, and continuing education is part of making sure I’m staying current for the individuals and business owners who trust me with their taxes.

If I had 145 days left to change my tax bill, here’s exactly what I’d do.Because that’s the number. 145 days between tod...
08/14/2026

If I had 145 days left to change my tax bill, here’s exactly what I’d do.

Because that’s the number. 145 days between today and December 31.

Everything you do between now and then is planning. Everything after that is reporting.

That’s the whole difference, and it’s worth thousands.

A tax preparer opens your file in February and tells you what happened. A tax strategist opens it in August and changes what’s going to happen.

In 145 days you can still: adjust your estimated payments, open and fund a retirement plan, time income and expenses, revisit your entity, clean up your books, and buy what you were going to buy anyway — deliberately instead of accidentally.

In 45 days you can do most of that.

In December, you can do none of it.

Swipe through for the exact order I’d do it in. 👉

What’s one money decision you’ve been putting off? ⬇️

If you’ve been following me and noticed it got quiet around here — you noticed right.I’ve been heads-down. Client work, ...
08/14/2026

If you’ve been following me and noticed it got quiet around here — you noticed right.

I’ve been heads-down. Client work, studying, kids, a Europe trip that reminded me what rest actually feels like. Something had to give, and for a while it was this.

So here’s what I’m doing about it: 30 days. One post a day. Starting today.

Tax planning. Real education. The stuff nobody explains to you until you’re already writing a check you didn’t expect. Plus some of the actual life behind the business, because I’d like you to know who you’re trusting with your taxes.

If you’re a business owner who has ever thought “I have no idea if I’m doing this right” — stay with me for the next 30 days. I’m going to make sure you do.

Day 1 of 30. 🤍

Tax season is over. But your tax strategy? That’s a year-round conversation.Most business owners exhale in May and don’t...
05/19/2026

Tax season is over. But your tax strategy? That’s a year-round conversation.

Most business owners exhale in May and don’t think about taxes again until March.

That’s exactly how surprises happen.

These are the 5 moves I’m walking my clients through right now, before the second half of the year gets away from us.

Swipe through and be honest with yourself. Which one is on your CEO checklist right now? 👇🏽
- Q1 review
- Estimated taxes
- Bookkeeping cleanup
- Business structure

05/13/2026

This is where it happens. 📓

On the floor. Notebook open. iPad up. A vision that won’t leave me alone.

I became a tax strategist because I’ve seen it too many times, business owners working hard, growing revenue, and still giving away more than they should at tax time. Not because they aren’t smart. Because nobody ever taught them how to be strategic.

That gap became personal to me.

My grandmother showed up for her community. My sister believed in me before I fully believed in myself. My dad’s life and passing reminded me that time is not promised and purpose is not optional. And my children, they’re the reason I refuse to stay small.

I didn’t build KFS just to file returns. I built it to help entrepreneurs think differently about money, strategy, and the future they’re building.

That’s my why. Every single day.

What’s something in your life that pushes you to keep going even on the hard days?

📍 KFS | WhipSmart CEO™

My first official branding shoot is here and honestly, I didn’t realize how much I needed this until I saw the photos🥹TH...
05/11/2026

My first official branding shoot is here and honestly, I didn’t realize how much I needed this until I saw the photos🥹

THIS is what it looks like when the vision you’ve been building finally gets a face.
Swipe through. Take it all in. And if you’ve been sleeping on Kirwan Financial Services… rise and shine ☀️

📍 KFS | WhipSmart CEO™

🔗 Strategy sessions open May 15 — link in bio

📸:

Happy Mother’s Day 🤍Sending love to every kind of mom today.
05/10/2026

Happy Mother’s Day 🤍

Sending love to every kind of mom today.

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Saint Augustine, FL

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