A KMM CPA Group company
Personal tax, trusts, and estates
Klein Muskat works with individuals, families, trustees, and executors on personal returns, fiduciary returns and accountings, and the tax side of transferring wealth.
Klein Muskat is the personal tax practice of KMM CPA Group. The work ranges from straightforward individual returns to multi-state filings, fiduciary returns for trusts and estates, and the tax side of estate and succession planning.
Trustees and executors come to the practice for accountings that hold up to beneficiary and court scrutiny. Families come for continuity: the same people handling the parents' returns, the trust, and the next generation.
What Klein Muskat handles
Individual income tax (Form 1040)
Federal and multi-state returns for individuals and families, including complex and high-net-worth situations.
Trust and estate income tax (Form 1041)
Fiduciary income tax returns for trusts and estates, prepared with attention to beneficiary reporting and distribution timing.
Estate and gift tax
Preparation and planning support for estate and gift tax filings (Forms 706 and 709) and lifetime transfer strategy.
Fiduciary accounting
Accountings for trustees and executors that hold up to beneficiary and court scrutiny.
Estate and succession planning
Coordination with your attorney and advisors on the tax side of transferring wealth.
Tax projections and planning
Year-end projections, estimated payments, and planning around income events, sales, and retirement.
Who we serve
Speak with Klein Muskat
Tell us about the return, the trust, or the estate.