Tax Preparation And Planning

KBST&M's tax professionals provide a proactive, personalized guidance to your tax research, planning and preparation needs. Whether your needs are for your for profit entity, not-for-profit organization, or individual taxes, our goal remains the same: To assist you in maximizing opportunities to minimize tax liabilities while navigating the ever increasing environment of tax compliance.

At KBST&M, we understand and assess how each component of your tax plan affects the entire picture. Together, we will help you develop an in-depth tax strategy that integrates with your business operations, and financial plan and goals.

Our tax services include:

  • Tax Return Preparation and Planning:
    • Businesses (Corporate, Partnership, LLC's)
    • Individuals
    • Not-for-profit
    • Estates and Trusts
    • Sales Tax
    • Payroll Tax
  • Succession Planning
  • Representation before federal and state agencies
  • Practice areas that specialize in taxes for the following:
    • Private companies
    • Not-for-profit Organizations
    • Family-owned businesses
    • Individuals
    • Funeral Industry & Qualified Funeral Trusts