Estates & Trusts Services2 – Lisa s. eberbach cpa, p.a.

Estates & Trusts Services

The value of your estate will probably continue to grow through most of your lifetime. Careful planning for estate taxes can significantly impact how much of your estate can pass intact to those you choose to receive it.

Each of your assets, your primary residence, investments, IRA’s/ 401k’s and business interests, has its own unique characteristics and considerations. All should 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 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 estate and trust;

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.

With ever-changing tax laws and the complexities of diverse asset accounting principles, consulting with a highly experienced tax professional can make a significant difference in the protection of those assets. We serve a variety of small businesses and individuals with general accounting, tax preparation and estate planning, and 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.