Sound financial planning and effective estate administration help preserve financial security. Certified Public Accountants (CPAs) develop and implement strategies to conserve, increase, and pass on your estate with maximum tax savings. They play an integral role in preserving the integrity and value of an estate.
The CPA title designates that an accountant passed the necessary tests and obtained the appropriate levels of experience required for certification. Ongoing education is required to maintain this title.
CPAs may assist in tax planning and the preparation of tax returns for the decedent, fiduciary, and post-mortem estate income. A CPA can maintain financial records and pay bills of the estate.
When selecting a CPA, ask about credentials and experience in estate planning and administration. Inquire about ongoing education. Fee structures will vary.
This site lists providers to help with estate planning and administration. Included are:
- general listings: names, addresses and phone numbers
- featured advertisers and referrals
- featured advertisers and referrals that have passed our 15-point checklist (learn more)
Begin by entering the zip code for a desired CPA/Accountant location.