Estate & Trust Services

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Preparation of Estate Tax Returns

At Burkett Burkett & Burkett Certified Public Accountants, P.A., we offer estate tax return preparation for state and federal returns. Our experienced staff remains up-to-date and informed on legislation regarding the federal estate tax and filing requirements.

We seek out Estate Tax Planning opportunities that may save our clients significant tax expense. Post-mortem planning may often be considered to help ease the tax liability placed upon the surviving spouse and heirs.

Preparation of  Fiduciary Returns for Estates and Trusts

Burkett Burkett & Burkett Certified Public Accountants, P.A. assists clients with the administration of trusts and estates. We offer our clients the appropriate level of knowledge and experience to navigate elections, distribution rules, filing procedures and deadlines, and other aspects of such work.

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