Tax Planning Accountant for Estates & Trusts

Our CPAs aren’t your average tax preparers — they’re experts in fiduciary tax requirements. Highly experienced in helping clients just like you, our tax specialists elevate the typical set of estate and trust tax planning suite of services to a higher degree of service.  When you partner with Rodriguez Reiffert & Co., we will:

• Provide a detailed analysis of your tax situation
• Allocate assets to spouses, children, trusts, and charities
• Review your estate plan and trust tax situation to ensure financial goals are met
• Plan business succession
• Act as your trust administrator
• Prepare trust income and estate tax returns

In addition to these estate- and trust-specific tax services, our CPAs are experts in tax relief. Whether you owe back taxes to the IRS, need IRS audit representation, need help with payroll taxes, are interested in the Offer in Compromise program, or something else, we’re here for you.

Business may not be personal, but money certainly is. When it comes to partnering with someone who will have intimate knowledge of your financial situation, you need an expert you can trust. Here are just a few of the benefits of teaming up with us:

• We take your success personally. To us, you’re not just another client. We’re not satisfied until we’ve helped you achieve your financial goals, a personal investment that separates us from other estate and trust tax firms.

• We outline your expectations clearly, before you commit to our services. Nothing is more frustrating than unexpected bumps in the road, especially when you were promised a smooth ride. That’s why we make sure to go over your expectations and come to a clear understanding before settling on an arrangement.

• We study up on your specific needs and industry. In complex situations involving many assets, general tax knowledge isn’t enough to be helpful. Our CPAs offer personalized expertise critical to successful estate tax planning.

When you’re doing something as important as securing your family’s future finances, you can’t hire just anybody and hope to succeed. You need a CPA who is willing to go the extra mile to put your mind at ease, which is exactly what you find when you call Rodriguez Reiffert & Co.