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Trust Services

Besides preparing income tax returns for trusts, we and our strategic partners will help you determine which, if any, trusts make sense for you to use.

Trusts can be used to...

  • Avoid probate
  • Provide income to loved ones while protecting the assets inside the trust
  • Minimize or eliminate estate and/or inheritance taxes
  • Protect loved ones from making financial mistakes - at least until they reach the age(s) specified in the trust document
  • Control your assets even after you're gone
  • Accomplish other goals

‚ÄčThe documents for trusts can not be drawn up by us, as we are not attorneys, but we have strategic partners who we work with that are experts.

In addition, we are available to act as your trustee. If you prefer to have an impartial, knowledgeable trustee rather than a family member who is inexperienced and for whom the trustee position may cause distress, we are here for you.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© KSM Group CPAs, LLC 2021