Practice Areas
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Estate and Trust Tax Services
I understand that fiduciaries take on a tremendous responsibility and can be held personally liable for taxes owed by the decedent and the estate. I work with clients to resolve issues ranging from the preparation of delinquent tax returns to representation before the Internal Revenue Service and State Taxing Authorities.
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Fiduciary Accounting
Executors, conservators, guardians and trustees can feel overwhelmed with the complexities of preparing inventories and annual accountings. They are relieved to find that they can rely on me for an organized and well-documented deliverable prepared in accordance with their respective oversight authority i.e., Commissioner of Accounts, Probate Courts, Register of Wills or beneficiaries of trusts.
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Estate and Trust Administration
Estates and trusts can take anywhere from nine months to several years to close. We serve as a trusted guide for our clients to ensure a seamless and cost-effective administration process.
“Thank you very much for your work on the estate. I truly appreciate your accounting skills and your supportive encouragement. You have made what is for me a difficult task far more doable and pleasant. You have managed to resolve a complicated accounting that I attempted to do on my own that not even another tax accountant, an attorney, or auditor from the Register of Wills could bring into balance. Moreover, I appreciate your completion of the overdue tax forms that the decedent had not filed and with the tax matters concerning the estate itself.”