Ms Mary Kay Foss CPA

Mary Kay specializes in tax planning for complex trusts and individuals. Although she deals with many Forms 706, 709 and 1041, she goes above and beyond the compliance work to understand the personal issues faced by her clients and how they affect retirement planning and trust administration and funding. In addition, she teaches classes for CPAs and other financial professionals about retirement planning, estate planning and trust return preparation. Mary Kay has 30 plus years of public accounting experience providing planning, and tax preparation services for complex estates, trusts and individuals. She also works closely with fiduciaries to assist with trust funding and reporting to beneficiaries.