Estate & Trust Accounting in South Jersey
Being named executor or trustee makes you personally responsible for filings most people have never seen before, usually while grieving. We handle the accounting and tax side so you can handle everything else.
What We Do
- Final individual income tax return for the decedent
- Estate and trust income tax returns (Form 1041 and the NJ equivalent)
- New Jersey inheritance tax guidance — New Jersey repealed its estate tax, but the **inheritance tax still applies** depending on the beneficiary's relationship to the decedent, which regularly catches families off guard
- Trust accountings and beneficiary reporting
- Basis step-up documentation for inherited property and securities
- Coordination with the estate attorney and financial institutions
- Succession planning for business owners who want the transition handled before it's urgent
For Business Owners
Succession is the piece most people postpone. Whether the plan is a family transfer, a sale, or a wind-down, the structure you choose years ahead determines the tax outcome. We work through valuation, timing and structure with you and your attorney.
Call (856) 874-1892 for a confidential consultation.
