Protecting what matters.

Estates and trusts have specific requirements and involve applying different concepts than other areas of accounting. Find out how we can help you.

  • Trust Return Preparation: Trusts have specific tax implications that need to be considered and associated tax regulations that need to be met, and our team of experts will work for your to handle all aspects of preparing and filing your trust returns.
  • Death of a Taxpayer: The year that a taxpayer passes away, there can be as many as three tax returns to prepare. These are significant as they may be able to reduce the amount of taxes owed by the estate. It is important to ensure that your will is up to date and includes both executors and power of attorneys to ensure that you are properly represented when you need it.

We know how much your life’s work means, so we work for you to ensure that no details surrounding what you pass on get passed by.