Estate and Trust Accounting
Secure your legacy with peace of mind: Trust our estate accountants.
Leave the complexities of estate and trust accounting to us and ensure a favorable outcome for your trustees. The experienced team at The Innovative CPA Group is informed on current legislation regarding federal estate tax & filing requirements. Our estate accountants provide trustees with the experienced assistance they need to follow trust document intentions and find opportunities to minimize tax expenses while adhering to current tax laws.
What We Do
- Fiduciary Income Tax Returns
- Gift Tax Returns
- Minimize tax expenses
- Understand trust document intentions
- Business Succession Planning
- Estate Planning Consulting
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.
Provide trustees with the experienced assistance they need to follow trust document intentions.