Individual CPA Services
Estate & Trust Tax Preparation
What We Do \
We prepare and file estate and trust tax returns with accuracy, compliance, and strategic oversight.
Our estate and trust tax preparation services are designed to ensure fiduciary compliance while minimizing tax exposure. As a Madison-based CPA firm, we handle complex federal and state filings with precision and care. We work closely with executors, trustees, and beneficiaries to ensure every requirement is met. Our approach balances technical accuracy with clear communication at every step.
Personal Estate & Tax Solution \
A tailored CPA-led approach to estate and trust tax compliance and planning.
Estate and trust taxation requires specialized knowledge and careful attention to detail. We provide personalized guidance to help fiduciaries navigate deadlines, distributions, and reporting obligations. Our team ensures returns are prepared correctly while identifying opportunities to reduce unnecessary tax burdens. You’ll receive proactive support from a trusted Madison CPA who understands your responsibilities.
What's Included:
- Preparation and filing of federal and state estate and trust tax returns
- Review of income, distributions, and deductions
- Fiduciary compliance and deadline management
- Coordination with attorneys and financial advisors
Who This Is For:
- Executors and personal representatives
- Trustees managing irrevocable or revocable trusts
- Families navigating estate settlements
- Beneficiaries requiring accurate tax reporting
Services for You \
Additional Services for Individuals
Tax Planning & Preparation
Accurate and efficient tax preparation, helping minimize liabilities and ensure compliance.
Financial & Retirement Planning
Our expert helps plan your future with confidence—financial and retirement strategies aligned with your goals.
Work With a Personal CPA \
A personal CPA who provides clarity, guidance, and support for your financial decisions year-round.
Working with a personal CPA means having a trusted professional who understands your financial picture and helps you stay prepared. We offer proactive guidance, clear communication, and reliable support as your finances evolve.
Our services are designed to simplify complex decisions, reduce uncertainty, and help you move forward with confidence through every stage of life.