Our story
Founded on principles of integrity and dedication to our clients, our firm's narrative unfolds as a testament to our unwavering commitment to delivering services you deserve. From our humble beginnings, we've embraced each challenge as an opportunity to exceed expectations and redefine excellence.
As the landscape of taxation evolves, our commitment remains steadfast: to deliver unmatched tax services with compassion, expertise, and unwavering dedication. We work with individuals and small to mid-size businesses, inbound and outbound multinational businesses, foreign individuals, and U.S. expats living abroad guiding them through the complexities of international tax compliance.
With decades of previous experience, our mission is to deliver outstanding tax solutions with a commitment to integrity and dedication, equipping our clients to efficiently handle their tax and business challenges.
We advise U.S. and foreign multinational companies on tax aspects of their international operations whether it comes to GILTI, Subpart F, investment in U.S. property income, FDII, GILTI and DRD deductions, foreign tax credits, tax treaty planning, coordination between U.S. and foreign tax laws, or development of optimal global tax strategies.
We have extensive experience working U.S. expats living abroad and foreign persons living or doing business in the United States. We often assist our clients to become compliant with U.S. foreign information reporting requirement and participation in the Streamline Procedure Filings with the IRS. We work with attorneys under the Kovel agreement.
K&M also provides comprehensive tax planning and advisory services to individuals and families, encompassing the strategic development and coordination of income, estate, and gift tax strategies, including complex estate planning issues, with multiple business interests, real estate holdings, multiple beneficiaries, and multiple jurisdictions (foreign and domestic).
We facilitate the implementation of tailored tax mitigation techniques and manage the complexities inherent in tax return preparation (i.e., foreign trusts, estate, gift, and generation-skipping transfer tax returns, etc.). Our tax and estate planning team designs and implements estate plans aimed at minimizing tax liabilities and reducing probate costs, thereby enabling clients to achieve their personal financial objectives.