Kalub Kovar

CPA | Tax Senior Manager

Specializing In:

  • Tax Planning & Compliance for High-Net-Worth Individuals
  • Global Mobility & Expatriate Tax Services
  • Equity Compensation & Investment Portfolio Taxation
  • Multi-State Tax Strategy

 

Education:

Master of Arts in Accounting/Taxation from Texas A&M University, Magna Cum Laude

Meet Kalub

With nearly a decade of experience spanning Big Four accounting and specialized tax advisory firms, Kalub brings sophisticated tax expertise to high-net-worth individuals and globally mobile professionals. His career has been defined by deep technical knowledge in complex tax situations, including international assignments, equity compensation, and multi-state taxation. Kalub has served clients across diverse industries including oil and gas, waste management, technology, and real estate, delivering strategic solutions that optimize tax outcomes while ensuring full compliance.

Kalub’s experience includes nearly a decade with Deloitte Tax LLP, where he progressed through increasingly responsible roles, ultimately managing complex expatriate tax matters and conducting technical consultations on global assignments. His commitment to building technical excellence extended to a six-week assignment in India, where he supervised and developed the US tax knowledge of Deloitte’s India practice. Known for his ability to navigate intricate tax regulations and build trusted advisor relationships, Kalub combines technical precision with exceptional client service.

Professional Qualifications and Memberships

A Certified Public Accountant (CPA), Kalub’s technical expertise encompasses complex federal and state tax forms, multi-state taxation issues, and equity income strategies, with particular depth in serving clients across Arizona, California, Louisiana, Massachusetts, Michigan, New Jersey, New Mexico, New York, Pennsylvania, Utah, and Wisconsin.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.