Kayleen MastersCPA
My core values are accountability, responsibility and making a difference. I strive to show up everyday with these values, which enables me to deliver excellent client service. These values also allow me to lead by example and create future leaders, who will deliver exceptional client service. One of my greatest passions is to learn and share what I have learned with others!
Kayleen works with clients in tax compliance of pass-through entities, trusts and estates and high net worth individuals. She provides consulting services on general tax planning and assists individuals with estate and trust planning and administration matters. Kayleen is part of the Wealth Transition Services Committee and is always looking for new and improved ways to increase efficiency and provide better client service.