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Estate & Trust Tax & Accounting  

At Holmes & Associates, we understand that estate and trust planning is a crucial component of preserving wealth and ensuring a smooth transfer of assets. Our experienced team specializes in tax compliance, fiduciary accounting, and strategic planning for estates and trusts. Whether you are an executor, trustee, or beneficiary, we provide comprehensive tax and accounting services to help you navigate complex regulations and minimize tax liabilities.  

Our Estate & Trust Tax & Accounting Services  

Tax Planning & Compliance   

We prepare and file Form 1041 (U.S. Income Tax Return for Estates and Trusts)  
Accurate income tax reporting for estates and trusts
Distribution planning to minimize tax burdens for beneficiaries
Identifying deductible expenses and maximizing tax benefits

Estate Tax Return Preparation (Form 706)   

Valuation of estate assets  
Estate tax calculations and planning
Coordination with attorneys and financial advisors for strategic planning

Fiduciary Accounting & Reporting   

Asset & Liability management
Court-approved fiduciary accountings 
Detailed income and expense reports
Transparent and compliant financial records for trusts and estates

Trust & Estate Advisory Services  

Estate tax minimization strategies
Charitable giving and legacy planning
Assistance with trust distributions and tax-efficient wealth transfers 

Why Choose Holmes & Associates?   

With years of experience in estate and trust taxation, our CPA firm provides personalized service and expert guidance. We work closely with attorneys, financial advisors, and fiduciaries to ensure that estates and trusts are managed with precision and efficiency.   

Free Tax Analysis and Consultation

Holmes & Associates, CPAs offers a Free Tax Return Analysis. This is a fast, but thorough process where we go through the financial health of your small business and financials. Our CPAs look at your books, tax write offs, tax deductions, financial statements and in less than hour we will have a full report on how you can increase your bottom line and save money.

This is a totally FREE service. You have nothing to lose and everything to gain by letting our CPA firm analyze your small business.

Call us today at 562.495.3331 to simplify your estate & trust tax & accounting needs. *NOTE - We will NEVER give your contact information out for any reason.