Estate planning: Prepare estate plan and asset distribution to minimize tax liability. Inheritance and gift tax: Tax planning to minimize State inheritance tax, plan distribution to utilize gift tax.Incapacity and health planning : Prepare financial plan to support the cost of healthcare and other expenses.

Estate & Trust

Q: Federal Tax and State

Dedicated CPA: A single point of contact to manage your estate tax needs.Federal& state income tax: Preparation and filing 1041, 706, 709 for all applicable jurisdictions.Entity selection & structuring: Guidance on location of entity and structing choices and reorganizations.On‑call tax advice: Year‑round access to tax professionals for timely guidance.

Q: Trust administration support

Trust tax compliance: Tax filings and tax compliance documentation support.Financial Management: Prepare accounting records financial statements for trustee, including auditing of trust activities.Asset management support: Provide assets valuation and asset location guidance.

Q: Business succcession planning

Valuation services: Determining business value and assessing personal financial needs.Tax strategy: Structuring ownership transfer to minimize tax liability for trusts/owners.Exit and transition plan: Planning sales (M&A), family transfer, management buyout or employee stock ownership plans (ESOPs).Risk management: Determining insurance use, buy-sell agreement and contingencies. Business management: Provide business management review of family owned business.

Schedule a Free Consultation Estate & Trust Tax Preparation — Preserve, Protect, Enhance Your Legacy Estate and trust tax planning

Estate & Trust Tax Preparation — Preserve, Protect, Enhance Your Legacy

Estate and trust tax planning isn’t just for the ultra‑wealthy — it matters for anyone with a spouse, children, business interests, or assets to pass on. We help clients protect assets, reduce tax burdens, and create plans that ensure wealth transfers the way they intend.

Our approach

Collaborative planning: We work with you, your investment advisors, and your attorneys to build a long‑term estate plan tailored to your goals.
Fiduciary expertise: Experienced tax professionals who understand complex fiduciary and trust tax laws.
Up‑to‑date guidance: Continuous monitoring of tax law changes that affect estates and trusts.

Why it matters

Proper estate and trust tax preparation reduces probate complexity, minimizes taxes, preserves family wealth, and gives you and your beneficiaries financial certainty.

Ready to get started?

If you need help with trust or estate tax returns — or want to build a plan that protects your legacy — contact us today using the form below or call to schedule a consultation.

Ours services includes

Federal Tax and State

Dedicated CPA: A single point of contact to manage your estate tax needs.
Federal& state income tax: Preparation and filing 1041, 706, 709 for all applicable jurisdictions.
Entity selection & structuring: Guidance on location of entity and structing choices and reorganizations.
On‑call tax advice: Year‑round access to tax professionals for timely guidance.

Estate tax planning

Estate planning: Prepare estate plan and asset distribution to minimize tax liability.
Inheritance and gift tax: Tax planning to minimize State inheritance tax, plan distribution to utilize gift tax.
Incapacity and health planning : Prepare financial plan to support the cost of healthcare and other expenses.

Trust administration support

Trust tax compliance: Tax filings and tax compliance documentation support.
Financial Management: Prepare accounting records financial statements for trustee, including auditing of trust activities.
Asset management support: Provide assets valuation and asset location guidance.

Business succcession planning

Valuation services: Determining business value and assessing personal financial needs.
Tax strategy: Structuring ownership transfer to minimize tax liability for trusts/owners.
Exit and transition plan: Planning sales (M&A), family transfer, management buyout or employee stock ownership plans (ESOPs).
Risk management: Determining insurance use, buy-sell agreement and contingencies.
Business management: Provide business management review of family owned business.

Explore ideas and opportunities to move your business forward

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The Real Cost of DIY Tax Software & Low‑Cost Preparers

Schedule a Free Consultation Many small business owners choose DIY tax software or low‑cost preparers to save on filing fees. The true cost is often hidden: missed deductions, incorrect tax treatment, higher audit risk, and no professional support when problems

How Small Businesses Win with Integrated Accounting & Tax Services

When it’s time to hire a CPA, many small business owners assume integrated accounting and tax services are expensive, complex, or only for larger companies. In reality, integration often costs less than fragmented services and delivers outsized benefits—especially where cash

Why Tax Planning Matters for Estate & Retirement Planning

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Trusted CPA Services for
Every Stage

Tax & Advisory

Proactive tax planning, preparation, and compliance to minimize liability and support long-term strategy.

Accounting & Bookkeeping

Accurate, timely bookkeeping and financial reporting to keep your records audit-ready and decision-ready.

Business Solutions

Outsourced finance, controllership, and managed systems that streamline operations and boost profitability.

QuickBooks Services

Setup, cleanup, customization, and ongoing support to make QuickBooks work for your workflow.

Payroll

Reliable, compliant payroll processing that reduces costs and administrative burden (typical savings 20–30%).

Resources

Financial calculators, Client Portal, SecureSend, and tools to simplify collaboration and self-service.

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (855) 928-2745

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Estate & Trust