Providing Both Simple and Complex Fiduciary Tax Services at Cost Effective and Competitive Pricing
Years Experience
Filing a final personal tax return, administering an estate or trust involves more than distributing assets. Fiduciaries must ensure that all required tax filings are completed accurately and on time. Many are surprised to learn that a Personal Representative or Trustee has the legal duty to be sure all tax returns are filed and can be personally liable if assets are distributed and taxes are not paid. Trust & Estate Tax Pros, LLC focuses exclusively on tax compliance and reporting for estates and trusts, providing experienced guidance to personal representatives, trustees, and their advisors.
Founded by a Certified Public Accountant-Juris Doctor with over 30 years of tax experience, our firm helps fiduciaries navigate federal and state tax requirements while coordinating with estate attorneys and financial advisors.
With offices in both Florida and the Washington, D.C. area, the firm serves fiduciaries and advisors nationwide.
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We Provide Services to
Fiduciaries, Individuals and Businesses
Professional Membership
Over 35 years of CPA tax experience resolving complex tax issues.
Our Locations
Serving Fiduciaries Nationwide
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.