Trusts & Estates
Tax returns for trusts and estates, fiduciary accountings for both, and assistance with estate planning.
Trusts & Estates
Tax returns, fiduciary accountings, and estate planning.
Handled with the same direct, CPA-to-client attention as everything else we do.
Richard Simon CPA, LLC prepares tax returns for trusts and estates, performs fiduciary accountings for both, and assists with estate planning — helping families and fiduciaries meet their filing obligations and plan ahead with clarity.
- Trust and estate income tax return preparation
- Fiduciary accountings for trusts
- Fiduciary accountings for estates
- Assistance with estate planning
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