Managing the finances of a loved one’s estate isn’t easy…
We Can Help.
How We Help Clients
The loss of a loved one is a challenging time in your life.
Unfortunately, it is also a time when you need to address many important tax and financial details.
That’s where we can help.
As a CPA Firm, we work with surviving spouses, executors, and trustees to:
Organize your loved one’s tax and financial affairs.
Identify the key tax and financial details that require attention.
Complete those key financial tasks in a timely manner.
Our work with clients often includes:
Organizing your loved one’s financial assets
Preparing tax returns on behalf of the estate
Identifying estate-related tax planning strategies
Advising beneficiaries on the current and future taxation of their inheritance
Working with the Surviving Spouse to update his or her financial plans
