Estate and Trust Tax Services

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.

Our Services

Filing necessary tax returns

Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Guide you through tax laws

We can help you navigate the complex and shifting tax laws to facilitate the transfer of assets and to minimize the tax liability of your beneficiaries.

Explore the best options for you

Everyone should have a well-thought-out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. In addition to providing accounting services, we can refer you to lawyers in the area to set up your estate and trust fund.

Contact Us

Our CPAs and Enrolled Agents have decades of experience assisting individuals and businesses. Contact us with any questions about estate and trust tax services.