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Services for Estates & Trusts

Services for Estates & Trust

At Piedmont CPA Group, we have extensive experience in assisting with the planning and implementation of trusts and estates. Many executors and trustees are thrust into the fiduciary role with no  prior experience or expectations of the duties required. We can help you navigate these strange waters and ensure that you comply with all of the many requirements.

Whether you are concerned about your own personal estate planning or providing services as a fiduciary for a friend or loved one, we understand the sensitive nature of these arrangements. Contact us today to discuss your needs.

Estate & Trust Tax Services
Preparing income tax returns for trusts and estates can be complex and confusing. Our professionals can work with you to ensure compliance and minimize the tax burdens of the trust.
 
Estate Planning
Estate planning is not just for the wealthy. Blended families, special needs children, and aging parents all require special arrangements. Let us know how we can assist.
Fiduciary Accounting
Many trust agreements require specialized reporting each year to beneficiaries and regulatory agencies. Our professionals can assist you in completing these reports in a timely manner.