Tax Management Support

Successful individuals, families and business owners have an endless amount of detail that needs to be addressed. Our sophisticated approach ensures a consistent, well-orchestrated impact on your entire financial situation. KG can handle the details for you, whether they come in the form of accounting services, tax management or bill paying and record keeping. When you choose KG Advisors for your financial service needs, we introduce our strategic alliance of certified public accountants to help partner with you and your existing advisors to:

  • Create sound strategies to help reduce your income and estate tax burden
  • Prepare your personal, entity, and charitable tax returns and help manage any audits
  • Identify and implement wealth transfer strategies
  • Perform trust administration including distributions, accountings and tax preparation
  • Provide alternative entity structuring to deliver tax savings
  • Provide tax-sensitive investment management strategies
  • Optimize your income tax strategy to best support your personal estate and philanthropic plans

To succeed in business, you need a CPA who can also act as your independent management consultant. A partner who understands the financial ramifications of your business decisions, one who can help you think long term by offering insight into future planning while keeping you current on ever-changing tax laws and regulations.

Please contact our office at 1-800-542-4916 for a free consultation. We look forward to speaking with you.