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.
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
1220 N Fillmore St Ste 400
Arlington, VA 22201
Winner of an Arlington Chamber of
Commerce Best Business Award