Accounting Firm

Kalter Financial Group

Family-founded tax, accounting, payroll and wealth management firm serving individuals and business owners

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TrustList summary

Kalter Financial Group was founded in 1985 by Eric Kalter, who has more than 35 years in tax and accounting and over 15 in financial services. The firm gives individuals and business owners tax, accounting and money management help under one roof.

What Kalter Financial Group does

Tax preparation and planning: personal and business returns, with attention to how tax affects investment choices.
Accounting: organising and analysing financial records.
Payroll: earning statements, payroll journals, summaries, tax filings and direct deposit.
Financial planning and investment management: through its wealth management arm, TRES Wealth Management Group.
Estate solutions: one of three service lines alongside the CPA firm and financial services.

Customers and markets

Private clients and owners of businesses.

Key facts

Founded: 1985
Founder: Eric Kalter
Client base: the firm says some clients have stayed over 30 years

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Kalter Financial Group is ranked on 2 TrustList rankings: #2 on 1 and #12 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Kalter Financial Group has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#2of 8
Direct deposit
It is the only one of the 8 here listing financial services and one of 6 here listing accounting.
Its profile: “- Payroll: earning statements, payroll journals, summaries, tax filings and direct deposit.”
Of the 8 here, 6 also cover energy and 6 also cover accounting.
Behind Hofmann & Ramsey, CPAs.
#12of 313
Financial services
It is the only one of the top 88 here listing direct deposit and one of 50 here listing tax.
Its profile: “Kalter Financial Group was founded in 1985 by Eric Kalter, who has more than 35 years in tax and accounting and over 15 in financial services.”
Of the top 88 here, 50 also cover tax and 30 also cover business services; 3 also work in Sydney and 3 also work in Melbourne.
Behind Darlene S. Stone CPA P.C., ahead of Century Accounting & Financial Services.