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At J&A, we understand few financial tasks are more personal, bring about more questions than answers, or have more profound implications, than the planning and taxation of estates and trusts.  Every estate and trust planning and taxation situation is different and we are here to help.  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