Services for Trustees and Executors

If you're named trustee or executor of an estate, that appointment comes with a variety of complex and demanding financial responsibilities and tax implications that you may not be prepared to handle. Our CPA firm is well equipped to assist you with all your administration duties including fiduciary accounting, trust and estate tax planning, and tax return preparation.

Find out how we can minimize trust and estate taxes and show you how to meet all your fiduciary obligations with ease. Call us at 941-907-1100 or request a consultation online now.

Fiduciary Accounting Services

As experienced fiduciary accountants, we know how to properly manage assets and prepare accountings for estates and trusts in compliance with probate guidelines and court requirements.

Estate and Trust Administration

Our firm helps trustees and executors successfully manage estate administration and preserve wealth for future generations through a variety of planning methods.

Estate and Trust Tax Planning

We employ cutting-edge tax planning techniques to reduce taxes in compliance with current IRS regulations and will accurately prepare estate, trust, and gift tax returns.