Introduced through trusted advisors
Many engagements originate through attorneys, wealth advisors, fiduciaries, or CPA firms seeking specialized support on discrete technical matters.
Our Firm
A deliberate, focused compliance practice.
GET Compliance works collaboratively with attorneys, fiduciaries, and other advisors on technically complex reporting engagements where clarity, confidence, and technical accuracy matter.
- Nearly 30
- Years as a CPA
- 20+
- Years focused exclusively here
- Nationwide
- Clients served
Focused by design
Gift, estate, and trust matters arise at pivotal moments.
Significant wealth transfers, fiduciary appointments, and post-death administration require precision and coordination.
GET Compliance is intentionally limited in scope. The firm concentrates on the technical tax compliance and accounting requirements that follow a well-designed estate plan.
Collaborative in practice
How engagements typically begin
Clearly defined roles
Each engagement proceeds with a clear scope, defined responsibilities, and agreed timelines so the professionals involved can work in coordination.
Complementary by design
GET Compliance functions as a specialized resource, not as a replacement for the attorney, fiduciary, wealth advisor, or CPA already serving the client.
What we do not do
Specialization requires clear boundaries.
The firm does not operate as a generalist tax practice and does not provide legal advice or fiduciary services.
Legal and state-law questions remain with counsel. Fiduciary decisions remain with the appointed fiduciary. GET Compliance supports the reporting, accounting, and technical tax work within those defined roles.
Meet Kyle
Technical depth, explained clearly.
Kyle brings nearly 30 years of experience as a CPA—including over 20 years focused exclusively on gift, estate, and trust tax compliance.
He provides specialized tax compliance services for gifts, estates, and trusts, working closely with attorneys, executors, fiduciaries, wealth managers, and other advisors to carry out the technical requirements that follow a well-designed estate plan.
His role is to ensure that the tax compliance side of estate planning is handled accurately, thoroughly, and in alignment with the underlying legal documents. Much of his work involves translating complex estate planning structures into clear, compliant tax filings, while helping clients and their advisors understand how those structures function from a tax perspective.
Kyle is frequently referred by professionals who value both technical depth and clear communication. In addition to preparing tax returns, he explains the tax implications of estate planning documents and supports advisors in navigating complex compliance situations with confidence.
Although his experience was built over decades of practice in California, he now serves clients nationwide through GET Compliance, a South Dakota LLC.
Professional involvement
Connected to the professional communities the firm serves.
- AICPA
- Fox River Valley Estate Planning Council
- Northeast Wisconsin Estate Planning Council
- Green Bay Estate Planning Forum
Kyle also speaks to professional groups on gift, estate, and trust income tax compliance and the importance of accurate fiduciary accounting.