The most time-consuming aspect for estate & trust administrators is maintaining accurate records & preparing estate accounts. The experienced team at Accounting Tax USA can handle the general accounting duties of estates and trusts to ensure that everything has been accounted for, all taxes have been paid, and each beneficiary has received their correct entitlement.

Our trusted accountants work cooperatively with your attorney, insurance agent, and/or investment advisor to analyze your will, insurance policies, retirement plans, business succession plans and more. We will discuss tax & probate ramifications and develop a plan to minimize estate taxes and meet your projected family needs.

From estate preparation & tax planning to trust accounting and federal and state fiduciary income tax returns, our professionals will handle all of the general duties to make sure your lasting legacies will be well preserved. Since estates & trusts have compliance requirements and complicated tax issues to consider, hiring an estate & trust accountant can reduce the stress associated with these requirements.

 We can discuss your specific needs and schedule a free consultation. You can reach us at (732) 702 -0344.