Trust & Estate Services
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
A complete portfolio of accounting, auditing, and bookkeeping services for small to mid-sized businesses and non-profits.
Consulting & Advisory
Your source for reliable, trustworthy advice from experienced professionals who care.
Tax Strategy & Compliance
Expert guidance navigating an ever-changing tax landscape while minimizing your tax burden.
Why Work With Us?
