Estate & Trust Preparation
The allocation of assets to heirs and any tax-related questions
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time.
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.
I am available to handle all estate and trust tax-related matters.
Answering questions on anything revolving around estate and trust tax.
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.
Why Choose JPW Accounting?
Taxes can be a hassle, that's why we have trained and knowledgeable experts to help you manage it stress-free!
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.