Your Trusted CPA for Estates & Trusts
What We Can Handle for You
Our comprehensive estate and trust services include:
- Fiduciary Accounting
- Tax Planning & Strategy
- Timely & Accurate Tax Returns for Estates & Trusts
- Succession Planning & Review
- Estate Gift Plans / Philanthropic Planning
- IRS Representation
- Get Detailed Record-Keeping & Reporting
- Ensure You Are Compliant
- Get Assistance With Specific Tax Forms
- How to Get Started
Our CPAs thoroughly understand the local, state, and federal laws that govern estates and trusts and will help you remain compliant. And we’re always staying abreast of changes that may impact fiduciary accounting and estate and trust taxes.
Our CPAs can prepare required tax forms associated with estates and trusts, such as:
- Estate Tax Return, Form 706
- Gift Tax Return, Form 709
- Trust Tax Return, Form 1041
- Split-Interest Trust Tax Return, Form 5227
Superstein PA has helped clients with the accounting and taxes surrounding estates and trusts for over 70 years. Contact our team today to discuss your needs.
About Us
For over 70 years, our clients have benefited from smart strategies based on solid research—led by industry veterans with specialized expertise in intricate finances.
Industry Expertise
We help high-performing individuals and businesses across many different industries not only thrive but evolve. And we can handle the complexities that go along with that.