Estate and Trust

Accounting, Tax Preparation, and Planning

Effective estate and trust planning can ensure financial security for loved ones. Our staff at Lombardo, Spradley & Klein, CPAs, will help you navigate the complex and shifting tax laws to facilitate the transfer of assets to your beneficiaries. Having a well thought-out estate plan will help to ensure that your wishes will be followed.

 Estate and trust accounting practices are very complex and require an understanding of federal and state taxation issues. Our staff has the knowledge and ability to work with the estate attorney to administer an estate or trust plan while minimizing income and estate taxes.

Some of the accounting services we provide for an estate or trust include:

• Business Succession Planning

• Probate Accounting

• Principal and Income Accounting

• Tax Accounting

• Gift Tax Services

• Income Tax Reporting

In addition, we are also experienced in assisting family-owned businesses with the transfer of wealth in an equitable and tax efficient manner to the next generation. We understand both the emotional and financial elements involved with estates and trusts and are able to offer appropriate and timely advice.