Klein Muskat
Individuals, families, trustees, and executors. Annual returns, fiduciary returns, and estate and gift filings.
- Individual income tax (Form 1040)
- Trust and estate income tax (Form 1041)
- Estate and gift tax
- Fiduciary accounting
KMM CPA Group is one firm with three practices: Klein Muskat for personal tax, trusts, and estates; Klein Mirsky for bookkeeping, payroll, and business tax; and Klein Real Estate for property owners and investors. Each works in its own area, and they work together when a client needs more than one.
Most clients need more than one of these. The owner of a business also has a personal return and, eventually, an estate. A trust may own a rental building. Each practice handles its part, and they work together on the rest.
Individuals, families, trustees, and executors. Annual returns, fiduciary returns, and estate and gift filings.
Owner-operated companies. Bookkeeping, payroll and sales tax, and the business return.
Investors, partnerships, and property-owning entities. Partnership returns, depreciation, 1031 exchanges, and K-1s.
One client's books, returns, and planning often cross two or three practices. Each handles its own part, and the same people see the whole picture.
About the firmEach practice works in one area. The person preparing your trust return prepares trust returns in and out of filing season.
If your business, your trust, and your building are all with us, the practices share the file. You do not repeat yourself to three offices.
Books are kept current through the year and a projection is run in the fall, so the estimated payments are right and the April return holds no surprises.
Every return is checked against the source documents, and you see it and sign off before it goes out.
The books, the deductions, and the filing calendar differ by industry. These are the ones we see most.
The next dates on the federal calendar for calendar-year taxpayers. Weekend and holiday dates roll to the next business day. State deadlines differ, and extensions change the picture, so confirm with your practice.
Dates are computed for the current year and adjusted for weekends and federal holidays.
A trust or estate can be its own taxpayer. When a fiduciary return is required, who pays the tax, and why trusts reach the top bracket so fast.
An LLC is a legal entity. An S corp is a tax election. How the choice affects self-employment tax, payroll, and paperwork, and when it is worth electing.
Defer capital gains tax by reinvesting in like-kind real estate. How the two strict deadlines work, and the mistakes that disqualify an exchange.
Answer three quick questions and we will point you to the practice that fits. If your situation spans more than one, we coordinate on our side.
Your message goes to the practice you choose, not to a general inbox.