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2770 Indian River Boulevard
Suite 301
Vero Beach, FL 32960

Combining Accounting, Tax, Financial Services

(772) 778-1922


Estate and Trust Tax Services

As a CPA firm, we assist you with your estate planning and trust administration issues with a focus on tax compliance, tax avoidance, and wealth preservation. Our services are designed to simplify the process for you.

Do you have some questions about the new federal estate tax rules?  We can help!

Do you need to file a gift tax return?  We can help!

Are you a new executor for an Estate or a trustee for a Trust and you're not sure what your tax filing requirements are?  We can help!

Are you a beneficiary of an Estate or Trust and you don't understand what your tax reporting obligations are?  We can help!

Have you formed a revocable living trust and you need some assistance with your tax filing obligations?  We can help! 

Do you own a family business and want to plan for a smooth transfer to other family members?  We can help!

Since we totally understand both the human and financial elements involved with these situations as well as the formal tax filing requirements, we can provide the right assistance to our clients.  

Our Estate and Trust Tax Services include: 

  • Estate planning
  • Estate administration
  • Trust administration and reporting -- irrevocable, marital, credit shelter, and living trusts
  • Gift tax planning
  • Fiduciary compliance
  • Retirement planning
  • College savings planning
  • Estate tax returns, trust tax returns, gift tax returns
  • And more