About Trust & Estate Tax Pros, LLC
Focused Experience in Trust and Estate Taxation
Trust & Estate Tax Pros, LLC was established to provide specialized tax services for personal representatives and trustees charged with the fiduciary duty to administer estates and trusts.
Administering an estate or trust often involves complex tax filings, strict deadlines, and coordination among fiduciaries, attorneys, and financial advisors. Personal representatives and trustees are responsible for ensuring that required tax returns are prepared accurately and filed on time. Our firm focuses exclusively on these tax compliance and reporting matters.
Trust & Estate Tax Pros, LLC was founded by Daniel Rosefelt, CPA, JD, a tax professional with more than 30 years of experience in federal and state taxation, including extensive work involving estate and trust tax compliance.
About Us
Daniel brings a unique combination of tax and legal training to the firm’s work with fiduciaries and their advisors. His experience includes preparing and overseeing estate tax returns, fiduciary income tax returns, and final individual income tax returns, as well as advising personal representatives and trustees regarding their tax reporting responsibilities during estate and trust administration.
Although Daniel holds both CPA and law degrees, Trust & Estate Tax Pros, LLC is not a law firm and does not provide legal services. The firm focuses exclusively on tax compliance and advisory services and frequently collaborates with estate attorneys and other professional advisors to ensure that fiduciaries receive coordinated support.
Our work with fiduciaries emphasizes:
Careful and accurate tax reporting
Clear communication with personal representatives and trustees
Coordination with estate attorneys and financial advisors
Practical solutions to complex tax compliance issues
Our Locations
Serving Clients Nationwide
We are authorized to prepare federal and state tax returns and represent clients for before the IRS and state administrative tax matters throughout the United States and U.S. Territories via inter-state CPA mobility except in Hawaii and Guam. If you are serving as a personal representative or trustee….
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.
Maryland Office
4800 Hamden Lane, Suite200
Bethesda, Maryland
Florida Office
360 Central Avenue, 8th Floor,
Saint Petersburg, Florida
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.
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