Tax Services

Tax Planning

KM&M considers tax planning is a crucial element of a successful tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. This is true throughout the life of a business, and takes on a critical importance when buying or selling a business.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

Tax Preparation

Tax services include consultation and preparation of income, estate, gift, franchise, property, and excise taxes at federal, state, local and county levels. We implement the strategies’ identified through planning services in order to minimize our client’s tax liability. We stress the importance of personal attention and prompt response to our client’s needs.

We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax preparation services offered include but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.