Fiduciary Accounting: Estate, Trust, & Probate

Fiduciary Accounting: Estate, Trust, & Probate

Secure your Legacy with Peace of Mind: Count on Our Team of Trust & Estate Experts

Leave the complexities of fiduciary accounting to us and ensure a favorable outcome for your trustees. 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 while identifying opportunities to minimize tax liabilities. Our team excels at facilitating the seamless transfer of wealth to future generations.

Our trust and estate team can review your estate documents and provide strategic guidance for optimizing your plan for success. We collaborate with your existing advisors to create a customized plan for you.

Partnering with Estate Planning Attorneys

The Innovative CPA Group partners with distinguished attorneys and financial institutions to provide holistic services to our clients. Our team of experienced accounting professionals is committed to working with our partners ensuring optimal outcomes for our clients. We actively exchange insights and assets, fostering a culture of knowledge-sharing, and jointly addressing specific matters when required.

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
AICPA logo

American Institute of CPAs (AICPA) Estate Planning Certified

Our Trust and Estate Team

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

Stay ahead with a team who is informed on current legislation regarding federal estate tax & filing requirements.

Rely on the team to look for post-mortem planning opportunities that may save your estate significant tax expenses.

Trust us to secure your legacy and ensure generational prosperity for your future generations.

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.