Gift · Estate · Trust
When estate planning becomes tax compliance, we step in.
Fiduciary accounting, tax compliance, and advisory services for attorneys, fiduciaries, families and their advisors.
- Nearly 30Years as a CPA
- 20+Years exclusively in this specialty
- NationwideClients served
Focused by design
- Form 709 · Gift
Gift Tax Compliance
Lifetime transfer reporting, disclosure considerations, and valuation coordination.
- Form 706 · Estate
Estate Tax Compliance
Estate tax filings, portability elections, and fiduciary accounting support.
- Form 1041 · Fiduciary
Fiduciary Tax & Accounting
Federal and state filings across irrevocable, charitable, grantor and non-grantor trusts.
When to bring us in
Gift, estate, and trust matters arise at pivotal moments.
Significant wealth transfers, fiduciary appointments, and post-death administration — where precision and coordination are essential.
- A lifetime gift needs reporting on Form 709
- An executor or trustee has just been appointed
- An estate has entered post-death administration
- A prior-year return needs review or correction
- A tax notice or examination has arrived
How we work
A complementary resource, not a replacement for existing advisors.
Many engagements originate through attorneys, wealth advisors, fiduciaries, or CPA firms seeking specialized support on discrete technical matters.
The firm does not operate as a generalist tax practice, and does not provide legal advice or fiduciary services.
Experience
Frequently referred by professionals who value technical depth and clear communication.
Nearly 30 years as a CPA, including over 20 focused exclusively on gift, estate and trust tax compliance. Kyle works closely with attorneys, executors, fiduciaries and wealth managers to carry out the technical requirements that follow a well-designed estate plan.
Memberships
- AICPA
- Fox River Valley Estate Planning Council
- Northeast Wisconsin Estate Planning Council
- Green Bay Estate Planning Forum