Orlando Estate and Trust Accounting

The administration of an estate or trust can be complex, and it takes a professional to protect yourself against liability while also preserving the wealth of the estate or trust.

To support the accounting functions and tax requirements of an estate or trust, we provide the following services:

• Preparation of Federal estate excise tax return (Form 706)

• Preparation of Federal trust and estate tax returns (Form 1041)

• Preparation of Federal gift tax returns (Form 709)

• State income tax returns for estates, guardianships, and trusts

• Estate planning

• Trust and estate tax consulting

• Fiduciary accounting

• Special needs trusts

• Estate/life planning

• Eldercare bill paying

• IRA and pension distribution advice

• Surviving spouse and beneficiary planning