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Accounting Firm

Kalter Financial Group

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

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About Kalter Financial Group

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

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

Categories & features

Rankings

As of 2026-10-07. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1985 (41 years) evidence sent

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