Estates & Trusts Services

Careful planning for estate accounting tax issues and trust accounting tax issues is essential. These can significantly impact how much of your estate can pass intact to those you choose to receive it. This is especially true since the value of your estate will probably continue to grow through most of your lifetime.

Your primary residence, investments, IRA’s/ 401k’s and business interests, has its own unique characteristics and considerations. These should all be part of a 360° view of your estate. Without careful planning, taxes can consume as much as half of the value of your estate.

Lisa S. Eberbach CPA, P.A. has extensive experience in strategically planning estates and trusts. We work with attorneys and executors, as well as the ongoing administration of estate & trust accounting for the heirs.

Estate, tax, and fiduciary accounting administration:

Review tax implications for trust documents for tax purposes.
Prepare trust income tax returns & fiduciary/guardianship accountings.
Income and estate tax projections and income tax compliance.
Ongoing tax planning for estates and trusts.

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Lisa S. Eberbach CPA, P.A. is a Neptune Beach based accounting firm serving Jacksonville, Jacksonville Beach, Atlantic Beach and Neptune Beach. Lisa S. Eberbach, CPA, P.A. focuses on effective, one-to-one relationships with its clients.

Tax laws are ever-changing. Consulting with a highly experienced tax professional can make a significant difference in protecting those assets. We serve a variety of small businesses and individuals with general accounting, tax preparation and estate planning. And we have extensive experience consulting with individuals who are involved in a difficult IRS audit or other investigation.

If you are interested in preserving assets and eliminating unnecessary tax payments, please call today.

The initial tax, IRS audit and general accounting consultations are free.