Estate & Fiduciary

MANAGING YOUR ESTATE

This is a partnership that requires the highest degree of fidelity and good faith. We take the time to explain the process thoroughly with our clients by sharing our recommended methods for form preparation, discussing best ways to gather information from trustees and fiduciaries, and reviewing the potential impact of various election options. Bottom line, we act as a true partner to you.

Tax Planning & Compliance

One of the most fluid areas of tax accounting is in estate taxes. We help you maximize tax-deductible expenses, 401K deferrals and cash flow. Our CPA’s have the experience necessary to guide you through planning for your taxes while making sure you stay in compliance.

Accounting

Specific rules have to be followed in estate or trust accounting. The way your money works for you can be difficult to understand.  We can help you make the important decisions when it comes to your estate or your trust.