Filing Taxes for an Estate or Trust Is a Complex Road ThatWe Can Help You Navigate
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 Robert A. Southworth CPA, 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 us for expert legal representation for estates and trusts.
518-690-0674
Rely on our over 25 years of experience to assist you with the preparation of returns for estates and trusts.