Our Services

We at Jay E. Reiner, CPA, specialize in tax and accounting services for small businesses, individuals, non-profits, estates, and trusts. Our goal is to be your trusted Arlington, VA CPA and help you take that extra step toward personal and professional financial success.

Estate and Trust Accounting

Some of the ways we can help include:

Fiduciary services, including preparation of interim and annual accountings

Tax compliance, including preparation of estate tax, gift tax, and fiduciary income tax returns

The financial affairs of a decedent (including his or her estate, trusts, and gift strategies) and tax returns for the heirs and business entities are intertwined. What happens on one tax return can affect the others. Figuring it out is complicated, but necessary--because the financial impact can be huge.

We provide custom-tailored services for trusts and estates such as —

Timely, accurate preparation and coordination of all related tax returns

Preparation of fiduciary accountings to protect the trustees and to report to the beneficiaries

Advice on beneficial tax elections and how to do them correctly

Support to your attorney on the tax impacts of various forms of trusts and estates

Set up an introductory meeting to discuss how Jay E. Reiner, CPA, can help with the financial and tax implications of estates and trusts.

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Get in touch

Jay E. Reiner, CPA, wants to be a long term partner in your financial success. Call us anytime or email Jay to arrange a consultation (hourly rates apply). Let us work beside you to find your edge to success and help you plan for a profitable future.

Phone: +571 480 5460
Email: jay@mycpajay.com

1220 N Fillmore St Ste 400
Arlington, VA 22201

Arlington Chamber of Commerce

Winner of an Arlington Chamber of
Commerce Best Business Award