Estate and Trust

Preparing income tax returns and performing accounting functions for Estates and Trusts can be complex and confusing.  We have a professional team that is experienced in all aspects of estate and trust administration, including the tax preparation and accounting issues unique to estates and trusts.  We are a full-service accounting and tax firm that offers the following services.

• Estate Income Tax Returns
• Estate Tax Returns
• Gift Tax Returns
• Simple and Complex Trust Income Tax Returns
• Special Needs Trust Income Tax Returns
• Qualified Disability Trust Income Tax Returns
• Charitable Trust Income Tax Returns
• Inventory Preparation
• Annual Accounting Preparation for Estates and Trust
• Estate and Trust Adminstration

Please call or e-mail our office for an appointment with one of our estate and trust specialists.