Estates and Trusts | Latham, NY | Robert Southworth, Certified Public Accountant | 518-690-0674

Filing taxes for an estate is a complex road that we can help you navigate.

Rely on our over 25 years of experience to assist you with the preparation of returns for estates and trusts.

Estates and Trusts | Latham, NY | Robert Southworth, Certified Public Accountant | 518-690-0674

The depth and breadth of our services will surprise you.

There are some notable differences between filing an income tax return as an individual and doing it as an estate or trust.  At our firm, we can assist you with the preparation of returns for probate estates, simple and complex trusts, charitable remainder annuity and unitrusts. 

Consider comprehensive wealth management and asset protection for your business.

Your business is our number one priority. Our wide range of services are all geared to protect the future of your business. 

  • Estate tax planning
  • Estate and trust administration
  • Fiduciary compliance
  • Established relationships with attorneys

Contact Robert Southworth today. He is not your average CPA

518-690-0674

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