Our Estate Planning Accountant Services
Dorsey Tax & Accounting works hand-in-hand with your trusted advisors on the tax aspects of estate and trust planning and administration. We are experienced in advising clients of all ages on planning for asset protection, health and long-term care, estate taxes, gift taxes, and income taxes.
It is important to start thinking about estate planning well in advance to make sure you’re on the right track when the time comes. Dorsey Tax & Accounting can simplify the complicated rules and regulations to make sure you feel confident in your decisions. Our estate planning services include:
- Determining your estate planning goals
- Recommending estate planning options
- Wealth transfer consultation
- Business succession advice
- Strategies to minimize federal and state estate taxes
- Preparation of trust and estate income tax returns
- Preparation of a decedent’s income tax returns
- Estate and trust accountings for surrogates court
Estate planning can give you peace of mind, knowing that your wishes for your finances will be respected. Our estate planning accountant will walk you through every step of the process, so you’ll know exactly what to expect.