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Estate & Trust Preparation

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

Paper and pen

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

Journal by laptop

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.

Laptop on work desk

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

Jen meeting a client

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.

Business Meeting

Business Entity Selection

Deciding on the right business entity

Consulting with a business

Business Consulting

Guiding your business in the right direction

Financial Report

Financial Statements

Review statements and make the right business decisions

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. 

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