CPA for estate and trusts

Ready to protect your family’s financial future? Rodriguez Reiffert & Co., is here to help you. As estate and trust tax specialists, we can organize your assets in the most efficient, beneficial manner possible. No matter how small or large your estate is, our CPAs can give you sensible, smart estate tax planning for the long term.

Will you be leaving your loved ones a sizable estate or trust fund when you pass away? Don’t forget to factor in taxes. Depending on the size of the inheritance, your loved ones may find themselves owing a considerable amount of money to the government. As your trusted advisors, we can protect your wealth by minimizing the tax burden on your family.

Our Estate & Trust Tax Services

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.

Why Choose Us? It’s Simple

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.

Schedule a Free Consultation with Rodriguez Reiffert & Co.

Your retirement should be a time of leisure and reflection, a chance to enjoy the life you’ve worked so hard for. Worrying about what will happen to your finances after you’re gone is an unnecessary stress that we can take away from you. Ready to get it all sorted out? Contact us online to schedule a free consultation with our estate and trust tax experts, or give us a call at (210) 822-9950.

Book a Consult

Contact Us

We are glad that you found us, and look forward to talking with you! To get started, submit a contact form and we will reach out to you within 48 hours.

We’re welcoming new business, and initial consultations are free. Mrs. Rodriguez is available to answer your questions via phone call from 9AM to 6PM CDT, Monday to Friday, and 9AM to 2PM CDT on Saturdays and will respond to emails within 48 hours — Don’t hesitate to reach out.

210-822-9950 Rodriguez Reiffert & Co., P.C.
40 NE Loop 410, Suite 410
San Antonio, Texas 78216

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