Estate & Trust Tax Services
Estate and Trust Tax Preparation Helps Preserve, Protect, and Enhance Your Financial Legacy
Estate and trust tax preparation and planning are an important part of managing your financial future — and it’s not just for the one percent; it’s important for everyone — especially if you have a spouse or children or own a business.
As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
Protecting your assets is critical to ensure financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.
We Understand Fiduciary Tax Laws
Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.
Our Estate and Trust Tax Services Include:
- Allocating assets to spouses, children, trusts, and charities
- Reviewing your estate plan and trust tax situation to ensure financial goals are met
- Gift tax returns and strategies
- Business succession planning
- Trust administration
- Trust income tax returns
- Estate tax returns
If You Need Assistance With Estate and Trust Tax Preparation We Are Here to Help.
Preparing income tax returns for trusts and estates can be complicated and if you haven’t developed an estate plan it’s not too late.
What our Clients are saying
Tia Cantrell has worked for our firm both in office and remotely since 2008. She is a very qualified CPA with outstanding work habits and her knowledge in the field of accounting and tax is exemplary. Our clients absolutely love her, and we feel fortunate to have her help us each year during our busy tax season. We highly recommend Tia if you are in need of a CPA’s service.Outstanding work habits
Very good service, professionals who know their business work, I recommend it to everyoneI recommend it to everyone