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Estate Planning & Trusts

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(508) 365-6522

Our experienced, trusted advisors are here to guide you through the complexities of managing your or your loved one’s estate or trust.

From understanding trusts work to minimizing your tax payments, our goal is to simplify the process and put your mind at ease.  

Estate Taxation

Handling the affairs of an estate doesn’t have to be overwhelming.

We help executors and personal representatives meet all tax filing requirements and manage the many administrative details involved.

We can assist you with:

  • Valuing estate assets
  • Determining estate taxable assets
  • Preparing Federal and State estate tax returns 
  • Determining estate income
  • Preparing the estate income tax returns
  • Filing the decedent’s final individual income tax returns

Our experts can help you make sense of complicated tax laws and map out a clear path forward.

Trust Taxation

You may find yourself in the role of trustee with little experience or training. Our expert advice and tax preparation services can help.

We help you:

  • Understand the benefits of a particular trust to your tax situation
  • Navigate trust fiduciary income tax filing requirements and liability
  • Prepare trust income tax returns, including K-1 reporting for beneficiaries

Spinelli CPAs provide consulting and and assistance with tax filing for all types of trusts, including grantor, simple, complex, revocable and irrevocable, charitable, life insurance, and other estate planning trusts.

Partnering with Attorneys

We enjoy partnering with attorneys to help their clients file Federal and State estate tax returns and fiduciary income returns with confidence.

If you’re a new or established attorney looking for a CPA partnership, contact us to learn more about how we can help.

More Services

Auditing & Accounting

Expert tax preparation, proactive advice and forward looking strategy

Consulting & Advisory

Your source for reliable, trustworthy advice from experienced professionals who care.

Tax Strategy & Compliance

Accounting services and insights
that set you up for success

Why Work With Us?

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Services Tailored to Your Needs
Our firm is big enough to meet all your tax and accounting needs, yet flexible enough to provide the personalized service that you deserve—and that we insist on.
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Depth & Breadth of Expertise
We offer the best of both worlds: years of experience serving a broad range of clients and a deep commitment to keeping pace with the latest industry rules, regulations and insights.
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Personal Empowerment
We take the time to help you fully understand your unique financial challenges, choices, and opportunities, so that you have the best possible foundation for the best possible future.