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At J&A, we understand there are few financial tasks more personal or sensitive than the planning and taxation of estates and trusts. Every estate and trust financial situation is different and the implications of their handling can be profound. Our experienced CPAs and professionals perform these services with empathy and professionalism.

Services for Estates and Trusts:

  • Decedent’s final tax return
  • Fiduciary tax return for estates and trusts
  • Federal and state estate returns
  • Tax planning