
Your Trusted CPA for Estates & Trusts
Let the knowledgeable team at Superstein PA handle your complicated estate, gifting, and trust accounting and taxation. We’ll provide you with reporting, help you minimize taxes, and create a strategy to preserve and protect your family’s future.
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
With Superstein PA, you get peace of mind of knowing that the fiduciary accounting you’re responsible for, no matter how complex, is done properly and that you’re provided with the reporting you need.
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
At Superstein PA, we’ve made it our mission to simplify complicated money matters and ensure you understand your options.
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.
Healthcare & Medical
Construction
Professional Services
Athletes & Entertainers
Real Estate
Wholesale
Family Offices & Groups

Our Services We Offer
Business Advisory
Get the expert advice you need to make informed business decisions that’ll help you reach your goals.
Tax Planning & Preparation
Save money with tax planning strategies and get help preparing your returns when it’s time to file.
Estates & Trusts
Let the CPAs at Superstein PA handle the complex accounting and taxes associated with estates and trusts.
Accounting Services
Get accurate and comprehensive financial statements and reports from our team of skilled accounting professionals.
Audit & Assurance
Ensure the accuracy and integrity of your financials, plus compliance with legal and regulatory requirements.
IRS Representation
Don’t face the IRS alone. We’ll handle them if you’re being audited or need help resolving an issue.
International Tax Services
Ensure you’re in compliance and discover the tax benefits you may qualify for if you’re a U.S. citizen living abroad.
What Our Clients Say

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Let’s Work Together
At Superstein PA, we offer a wide range of highly personalized services. Reach out to us today.