Estate Attorney Referral Partnership

Estate Attorney Referral Partnership

Secure Your Clients’ Legacy With Peace of Mind: Trust our Estate Accountants.

What We Do For Your Clients

Fiduciary Accounting Services

  • Fiduciary income tax return preparation
  • Estate tax return preparation
  • Estate inventory preparation
  • Fiduciary accounting preparation
  • Estate and trust administration support, including:
    • Making the appropriate income tax, estate tax, and GST tax elections
    • Optimizing the timing and choice of assets to distribute to beneficiaries
    • Assessing the effects of potential outcomes and developing options in fiduciary litigation, mediation, and negotiation

Estate Planning Consulting Services

  • Evaluation of current and proposed provisions in wills and trusts
  • Development of client-specific estate planning strategies focusing on:
    • Estate tax, gift tax, GST tax, and income tax minimization
    • Asset protection
    • Business succession
    • Charitable giving
    • Special needs of beneficiaries
  • Implementation of estate planning strategies, including:
    • Gift tax return preparation
    • Beneficiary designations
    • Trust funding

Better Together

Our partnership programs are designed to benefit both parties involved, providing a win-win situation that leads to increased revenue, improved customer satisfaction, and stronger brand recognition. We believe that by working together, we can achieve more than we could alone. Our team of experienced accounting professionals is committed to working with our partners to identify areas of mutual benefit, share knowledge and resources, and collaborate on specific issues as needed.

We also recognize the importance of respecting the relationships that you have established with your clients. That’s why we always strive to do what is best for our mutual clients while maintaining the highest standards of professionalism and confidentiality. By building a partnership relationship with us, we will work closely with you to ensure a successful and mutually beneficial relationship. We’re dedicated to helping our partners succeed, and we’re excited to explore how we can work together to achieve our goals.

Your Benefits

As a comprehensive CPA firm, we work closely with our clients to develop financial success in all aspects of their lives. This involves financial planning for the future. We wholeheartedly encourage our clients to take a proactive approach to their estate planning. In order to assist them in developing comprehensive plans, we frequently refer them to esteemed estate attorneys.

AICPA logo

American Institute of CPAs (AICPA) Estate Planning Certified

Our team of trust and estate experts is well-versed in the intricacies of federal and state tax laws and filing requirements. Including a CPA and Attorney with a state of Texas certification as an estate planning and probate specialist, boasting over two decades of expertise. Our team also includes additional team members with expertise in financial planning for estates.

These experts provide strategic guidance to affluent individuals and their trusted advisors to help them effectively define their trust document intentions and manage their financial assets while identifying opportunities to minimize tax liabilities.

Our Trust and Estate Team

Steven Baker, CPA, Esq.
Director of Trust and Estate Services
Thomas headshot hover
Thomas J. Valentino, CPA
cyndi headshot hover
Cyndi Poppa, CPA
Christina HeadshotChristina Headshot
Christina Imperioli, CPA
Senior Accountant
Marta HeadshotMarta Headshot hover
Marta Busa, EA
Senior Accountant

Partner With Us!

Think we would make good partners? Contact us today to learn more about our partnership programs and how we might be able to collaborate together to better serve our clientele!

Contact Us

Whether you know exactly what accounting service you need or have a tough question, The Innovative CPA Group team is here and ready to help. Let’s collaborate to accomplish your personal or business goals.