Sensitive, experienced guidance through estate and trust taxation — protecting what you've built and ensuring a clear path for your family.
Estate and trust work often arrives at a difficult time — the loss of a parent, a transition between generations, a planning conversation that has been put off for too long. We bring patience, clarity, and care to every engagement, and we work directly with your attorney and financial advisor so the pieces fit together.
Our goal is simple: handle the tax complexities well so families can focus on what matters.
From final individual returns to multi-generational estate planning — we prepare and file the whole set.
Federal and state estate tax returns with careful attention to valuations, deductions, and available elections.
Annual income tax returns for revocable, irrevocable, charitable, and special needs trusts.
Schedule K-1s for all trust and estate beneficiaries, clearly communicating income, deductions, and credits.
Gift tax returns with strategies to make thoughtful use of lifetime exemption and annual exclusion amounts.
Working with your attorney to structure your estate for minimum tax — stepped-up basis, charitable giving, trust strategies.
Preparing the final Form 1040 for a deceased individual through date of death, coordinated with estate administration.
Estate and trust matters require coordination, discretion, and real experience. We bring all three.
Estate and trust matters require a coordinated team. We collaborate directly with your legal counsel and advisors so every decision is tax-informed and fully aligned with the plan.
We understand this work often follows the loss of a loved one. We bring patience, clarity, and care to every engagement — handling the tax complexities so families can focus on what matters.
From straightforward final returns to complex multi-entity estates, we have the depth of experience to navigate every layer accurately and efficiently.
The decisions made now about your estate can save your family significant tax burden later. Planning ahead makes all the difference.— Ed DeHoff, CPA
Schedule a consultation to discuss your estate, trust obligations, or planning goals — we'll guide you through every step.