Our Firm

K&R Tax and Financial Service, Inc. is a family business founded by Karen and Roger Fence in 1974.  We have helped thousands from all walks of life navigate the complex world of income tax preparation and planning. Our association with American Portfolios Financial Services, Inc. as Registered Representatives, allows us to offer our clients a full range of independent investment and insurance products.

Roger and Karen Fence, 1986

Roger and Karen Fence, circa 1986

From individual securities, tax-exempt bonds, to mutual funds, annuities and long term care insurance; we will help you make sense of the complex investment world.

We understand that each client is different, with different goals, different time horizons, and objectives. Thus, each of our financial plans is customized to the individual client, taking into account not only today, but tomorrow as well.

Providing sound investment strategies and tax planning, along with a personalized touch, K&R Tax and Financial Service, Inc. seeks to help you and your families achieve your goals and dreams.