Individual

At KMJ we believe that tax planning can be instrumental in helping our clients reach their personal financial goals. We actively work with our clients and their team of legal, investment and insurance providers to customize their tax planning to improve annual cash flow and manage their overall effective tax rate. We strive to identify annual tax savings while keeping your focus on long-range goals to ensure minimization of tax over the life of your business entities and generations of family.

We provide the following services for our individual clients:

  • Compliance for federal and multi-state income tax returns
  • Annual tax projections and estimated tax planning
  • Tax controversy representation for IRS and state agency exams
  • Gift and estate planning and compliance
  • IRS reporting for ownership of foreign assets and entities

Contact use via email for additional information.