What We Handle
From the first filing to final close.
Serving as an executor or trustee means taking on filings, deadlines, and fiduciary duties most people encounter only once in a lifetime. We handle the accounting side end to end, so you can administer the estate with confidence that the numbers and the returns are right.
Complete Tax Filings
We prepare and file every federal and Pennsylvania tax return the estate or trust owes, for as long as the administration continues.
Inheritance Tax, Done Right
Pennsylvania's inheritance tax return, filed on time with the rate calculated correctly for each class of beneficiary.
Ongoing Fiduciary Accounting
Income tax accounting for the estate or trust throughout the administration period, not just at the start.
Estate Coordination
We deal with the attorney and the financial institutions directly, so you are never the one translating between them.
Who This Is For
Executors and trustees in Pennsylvania who need a CPA with hands-on experience in estate and inheritance tax accounting.
