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.