With more than 20 years of experience, I have served as a trusted advisor to my clients seeking to achieve their tax and financial planning goals. I take great pride in the progress and success of my clients, and look forward to helping you. Get in touch to learn more.
Kisha N. Ward, founder and principal of K. Ward & Co. is a native Washingtonian. With more than 20 years of experience, Kisha is a proven and trusted advisor in providing comprehensive income, estate and gift tax compliance and planning services with a special interest in wealth transfer. She seeks to be a co-conspirator in the process of her clients achieving their goals. With a holistic approach and utilizing coaching techniques, clients uncover their "why" to better understand and meet these goals. Her clients have included affluent families and individuals, business owners, executives, founders, investors, professional athletes, and other professionals on their path to creating, maintaining, and preserving generational wealth.
Kisha began her career in corporate financial reporting for publishing, advertising and real estate at The Kiplinger Washington Editors, Inc. She was the Director of Finance for a single-family office, responsible for all tax and financial planning matters for a multi-generational family. Kisha has also spent about 15 years working in private client services, focusing on compliance and planning for ultra-high net worth clients in her role as Tax Senior Manager at Ernst & Young, LLP and BDO (through acquisition of Argy, Wiltse & Robinson, P.C.).
Kisha is a Certified Public Accountant with the Personal Financial Specialist designation from the American Institute of Certified Public Accountants, CERTIFIED FINANCIAL PLANNER™ and a Certified Holistic Life, Career & Executive Coach. She earned her B.S. in Accounting from Bennett College, Executive Certificate in Financial Planning from Georgetown University, Accredited Estate Planning designation coursework from The American College and completed training hours at Goal Imagery® Institute, International School of Coaching Mastery™.
Kisha is a member of the Washington DC Estate Planning Council and was named a top Washington, DC area tax advisor in the January 2021 and 2022 editions of the Washingtonian magazine. Kisha also serves on the board and is Audit Committee Chair for Bright Beginnings, Inc, a nonprofit that takes a two-generation approach to promote the long-term development and success of children and families experiencing homelessness and housing instability in Washington, DC.
Whether it's tax compliance, planning for significant tax transactions or planning related to life events such as marriage, divorce, or sudden life transitions, tax considerations are always at play. Let's work together to be proactive and help you meet your goals.