Precision in gift, estate & trust compliance
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Gift · Estate · Trust

A focused practice dedicated to gift, estate, and trust compliance

Fiduciary accounting, tax compliance, and advisory services for attorneys, fiduciaries, families and their advisors.

Explore our services

  • 30Years as a CPA
  • 20+Years in this speciality
  • 50States served

Three filings, one practice

  • 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 · Trust

    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 significant 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.

Kyle Webster, CPA, founder of GET Compliance
Kyle Webster, CPAFounder

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

Inquiries

Managing a complex gift, estate, or trust matter?

Send a brief description of the issue, the type of filing involved, and any relevant deadlines.

Submit an inquiry