Trust & Estate Taxes and Accounting

Professional services for trustees and executors, from planning strategies to tax compliance and keeping accounts

Our Services

Tax compliance

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Filing of final returns, trust income and information returns and other required tax elections and compliance filings.

Trust and Estate Accounting

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Formal accounts in court-approved format for executors and trustees.

Tax and estate plans

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We are happy to work with you and your existing advisors to advise you on more complex tax and estate planning opportunities, or provide a comprehensive estate plan check-up.


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