A Warm Thank You from
Apple Tree Asset Management

At Apple Tree Asset Management, we are incredibly grateful for the trust you’ve placed in us for your tax and financial needs. It has been our privilege to serve you—some of you for well over a decade. As we continue to refine our focus on comprehensive wealth management, we’ve carefully chosen Kahlenback CPA Group to continue delivering reliable, top-quality tax services to our valued tax-only clients.

Why This Transition?

  • Focused Expertise: Our core mission is to provide robust investment management and holistic financial planning services. By partnering with a dedicated CPA firm, we can ensure that both your investment and tax needs receive specialized expertise.

  • Client-Centered Growth: We want to expand our resources in the areas where we can add the most value to you—helping you navigate complex investments, retirement strategies, and overall financial wellness.

  • Long-Term Benefits: This move allows Apple Tree Asset Management to offer even more personalized attention and innovative solutions for your wealth management goals.

What to Expect Next?

  1. Automatic Transition: If you do not have any investments with Apple Tree Asset Management, your tax account is already transferred to Kahlenback CPA Group—there’s no action required on your part.

  2. Introductory Welcome: Kahlenback CPA Group will be reaching out to introduce their team, share important contact details, and outline how they’ll handle your upcoming tax needs.

  3. Confidentiality & Security: Rest assured, your personal information has been securely transferred with the same rigorous privacy standards we uphold.

  4. Future Communication: You’ll receive reminders and updates from Kahlenback regarding tax deadlines, appointments, and any new services or tools they offer.

FAQ’s

  • If you’re an investment client with Apple Tree Asset Management (and you also happen to use our tax services), nothing changes for you. Your accounts remain fully in our care, and we’ll continue to manage both your investment and tax needs in-house. You’ll still enjoy the convenience of having a single point of contact for your comprehensive financial picture.

  • Kahlenback CPA Group will communicate any fee adjustments directly with you. We worked closely together to ensure a smooth transition, but it’s best to confirm with them about specific pricing for your tax services.

  • Most clients won’t need to take additional steps. However, if new engagement letters or forms are required by Kahlenback CPA Group, they will guide you through the process.

  • While you’re welcome to contact us at any time, tax-only questions may now be best handled by the experts at Kahlenback CPA Group, since they have taken over your tax files.

  • We would love to discuss how our wealth management services could benefit you. Feel free to contact us anytime to explore the right investment solutions for your goals.