Kayleen Masters, CPA

Partner

Kayleen Masters

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!

OVERVIEW

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.

When working with Kayleen, you can expect her to understand what is important to you regarding your individual and business goals. Transferring wealth to the next generation is a difficult and intimate process; Kayleen's empathy equips her to guide clients through this transition.

Kayleen enjoys spending time with family and friends outside of the office and soaking up the sun whenever possible. Camping, boating, swimming and playing in the water are her favorite ways to spend summer days and nights. She loves playing games of all kinds! Kayleen and her partner, Brian, also love spending time with their nieces and nephews.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Montana Society of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Science, Business Administration – Montana State University, Billings

KNOWLEDGE

Client Work

  • Administers trusts and estates and determines tax savings strategies for trusts and beneficiaries.
  • Trains to individuals new to the Wealth Transition Services area and assists in reviewing and updating internal processes and procedures.
  • Experienced in state and local tax matters through preparation, consulting and review of state tax returns.
  • Specialized in fiduciary taxation, real estate, oil and gas and high net worth individuals.

COMMUNITY

Community Involvement

  • 100 Strong of Billings, Vision Team Leader
  • YWCA of Billings, Advocate and past Board Treasurer
  • Relay for Life of Yellowstone County, Team Captain