Estates and Trusts
Staying in tax or regulatory compliance for an Estate or Trust is complicated and frustrating without the right experts on your team. For my fiduciary clients, I build relationships with their asset managers and attorneys, I do the adequate research for the tough questions, and I go to bat for them with regulators who put up bureaucratic hurdles.
I take special interest in fiduciary work because it is dignified and important. Trustees and executors need a partner they can trust.
Aside from tax preparation and regulatory representation, my services for Estates and Trusts include bookkeeping, professional reviews of trust compliance, and advisement to executors and trustees.
Please set up your complementary 30-minute consultation today to learn how I will help.
“Alex has been our tax preparer and trust advisor since 2021. His prices are reasonable and he goes above and beyond what he is paid for. As a courtesy, he provides us with a trust review annually. He is meticulous with his accounting and doesn’t hold back with his advising. I am grateful for his dedication, professional judgment, tax code understanding, honesty, and patience. I always refer my friends and colleagues to Alex. I wouldn’t trust anyone else.”
Karen M., Trustee
Poultney, VT