Estate & Trust Tax Return Preparation
Take advantage of our professional accounting services.
Estate & Trust Tax Return Preparation Services
Often, you will find that you’ve become a trustee or an executor of an estate without preparation or during a stressful life event, like the death of a loved one.
We’re here to help you understand how the tax law applies to your situation and give you peace of mind as you handle the affairs of the estate or trust.
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The Benefits of a Small Firm
Many small CPA firms don’t offer tax preparation services for estates and trusts. Many large CPA firms are…large. They can be intimidating or their fees may be out of reach. You may find that working with a smaller CPA firm is a good fit for you. Our intention is not only to prepare these tax filings, but to give you confidence in your role as executor or personal representative.
You may have had a professional firm handle your estate planning that does not provide tax services. We work closely with a number of law firms. As they navigate the legal realm or probate and courts, we handle the tax preparation.