Services
Domestic Tax
We offer a broad range of tax services including but not limited to the following:
- Tax compliance for individuals
- Year-end and multi-year tax planning
- Retirement Planning
- Estate, Gift and Trust Taxation
- Tax planning & compliance for small and Mid-size businesses
- Cost segregation studies
- Research & development credits
- Section 179D Energy Studies
- Succession planning
International Tax
Our firm provides tax compliance and planning for various types of taxpayers.
- U.S. foreign taxation of U.S. individuals
- U.S. taxation of foreign individuals living in the U.S.
- FIRPTA support
- Pre-immigration planning
- Foreign pensions reporting
- Foreign financial assets reporting
- Kovel filings
- U.S. taxation of multinational businesses
- U.S. taxation of foreign multinational businesses entering U.S. market or operating in the U.S.
- Cross-border planning & structuring
- Transfer Pricing
- Streamline Procedure filings
Individual Taxation
We take care of the complexities of the U.S. tax law leaving clients feeling confident about their tax submission.
- Tax compliance for individuals
- Year-end and multi-year tax planning
- Retirement Planning
- Foreign pensions reporting
- Foreign financial assets reporting
- Estate, Trust and Gift taxation
- U.S. foreign taxation of U.S. individuals
- U.S. taxation of foreign individuals living in the U.S.
- FIRPTA support
- Pre-immigration planning
- FBAR filings
Business Taxation
With K&M, you can be confident that all your business needs are met and you are receiving appropriate advice.
- Tax compliance for small and mid-size businesses
- Tax Planning
- Cost segregation studies
- Research & development credits and other business credits
- Section 179D energy deduction studies
- Succession planning
- BOI Reports
- U.S. taxation of multinational businesses
- U.S. taxation of foreign multinational businesses entering U.S. market or operating in the U.S.
- Cross-border planning & structuring
- Transfer Pricing
- GILTI, Sub F income, etc.
- FBAR Filings
Inheritance, Estate, Gift and Trust Taxation
We provide comprehensive tax planning and advisory services to individuals and families. We facilitate the implementation of tailored tax mitigation techniques and manage the complexities inherent in tax return preparation. 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.
- Strategic tax planning, development and coordination of estate, gift and trust tax returns
- Complex estate tax planning issues including revocable living, pot, spousal access, charitable and special needs trusts
- Trust accounting
- Multi-business succession planning and implementation
- Multiple beneficiaries
- Multiple jurisdictions
- Generation-skipping transfer taxation
- Foreign trust and interests/gifts from foreign entities
Accounting & Bookkeeping
Every business needs to have this, and we are here to help to generate accurate monthly, quarterly or annual books and records so you can ensure your business is running smoothly.
- Outsourced CFO services
- Monthly or quarterly bookkeeping
- Comprehensive accounting services