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Estate and Trust Services

Estate & Trust Services

No one likes to talk about death, but when someone dies without a plan in place, it can cause undue tax burdens and difficulty for their family. Our Estate & Trust Services will work with your attorney, financial advisors, and all other members of your team to help make and monitor a plan that will make ensure your family is not put through difficulties when you are no longer around.

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.

At Burkett Burkett & Burkett Certified Public Accountants, P.A., we provide a full range of services to individuals, small and large businesses, professional firms, and governmental and non-profit entities.

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