Trust & Estate tax preparation and planning are an important part of overseeing your financial future. Our team has years of experience helping clients navigate these complexities. We work closely with attorneys, investment advisors and other financial professionals to develop a long-term estate plan that meets the needs of every client.

Our Trust & Estate Services include:

• Reviewing your trust/estate tax situation to ensure your goals are being met
• Simple, Complex & Special Needs Trust tax returns
• Estate tax returns
• Tax Effects on the sale of items held by a trust (or tax ramifications of distributions from a trust)
• Gift tax returns and strategies
• Trust Administration
• Allocating assets to spouses, children, trusts & charities

WSR Certified Public Accountants is committed to helping you grow and preserve your wealth.