Estate & Trust Preparation

The allocation of assets to heirs and any tax-related questions

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Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time.

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I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure a smooth transition to your heirs.

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I am available to handle all estate and trust tax-related matters.

Answering questions on anything revolving estate and trust tax.

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Interested in Our Other Services?

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

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Business Consulting

Guiding your business in the right direction

Financial Report
Financial Statements

Review statements and make the right business decisions

Business Meeting
Business Entity Selection

Deciding on the right business entity

Why Choose JPW Accounting?

Stress-Free

Taxes can be a hassle, that's why we have trained and knowledgeable experts to help you manage it stress-free! 

Accuracy

Not only do we strive to be efficient, but each document is reviewed thoroughly to reduce any inaccuracies. 

Save Time & Money

We save you time & money you'd normally spend on your business. 

Cost of Services

For an accurate cost range, please give me a call at 802-537-4021. To make it easier, I have linked my calendar below.