Tax Planning and Preparation

An effective tax strategy goes beyond minimizing and reducing tax liabilities. It encompasses anticipating and preparing for future taxable events that may arise in both personal and professional aspects of your life. For over 30 years, KBS has been a trusted partner to individuals, businesses, and their families, guiding them toward better financial outcomes through proactive tax management.

What can we take off your plate?

Preparation of all federal, state, and local income tax returns
Preparation of fiduciary federal and state income tax returns
Tax planning and consulting
Preparation of gift and estate tax returns
Foreign Tax Reporting

Tax Needs Beyond The Present

Effective tax management ensures you don’t pay more than necessary. It’s your hard-earned money at stake, and KBS is here to help minimize your tax burden so you can keep more in your pocket.

We pride ourselves in managing your tax needs by looking beyond today. Our comprehensive tax services encompass much more than the current year’s figures. Our experienced professionals are always thinking about what’s next, including proposed, enacted, and sun-setting tax laws.

What Value Can KBS Add To Your Tax Strategy?

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We are intimately familiar with and constantly keep a pulse on the complex legislative landscape and tax code. With unrivaled knowledge and expertise of every changing regulations, you will benefit from always being one step ahead.

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When you become a valued client of our firm, your success is our collective mission. We are well known for our timely responses, accessibility, and year-round availability.
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Being entrusted with your financial matters is a responsibility we take very seriously. Forming strong, lasting relationships is at the heart of everything we do. That’s why we take the time to truly get to know you and your unique situation.

Q&A with Timothy Streeter, CPA

What is one thing that KBS brings to the table that you can’t find elsewhere?

For over 30 years, KBS has built strong and lasting connections with federal, state, and local taxing agencies. We have a broad network of established, competent, reliable, and highly regarded professionals within their respective fields. As a client of our firm, you have direct access to these knowledgeable professionals. Our relationships become your competitive advantage, allowing us to achieve your objectives efficiently and confidently.