Estates & Trusts

Protecting Legacies with Care and Expertise

At Sussman & Addis, CPAs, we understand that managing the tax responsibilities of an estate or trust can be complex and sensitive. Our experienced team provides expert guidance to help executors, trustees, and beneficiaries navigate every aspect of estate and trust taxation with confidence and care. We ensure that all filings are completed accurately, on time, and in full compliance with federal and state requirements - so you can focus on honoring your loved one’s legacy or managing fiduciary duties with peace of mind.

We take a personalized approach to every engagement, working closely with attorneys, financial advisors, and family members to ensure all tax matters are handled efficiently and with the utmost attention to detail. From filing fiduciary income tax returns to planning for estate tax obligations, Sussman & Addis, CPAs provides the professional support and insight needed to preserve assets and minimize tax impact.

What We Can Do for You:

• Prepare and file estate and trust income tax returns (Forms 1041, 706, and related state filings)
• Review and reconcile fiduciary accounting records
• Identify deductions, credits, and tax-saving opportunities for estates and trusts
• Calculate and record income distributions to beneficiaries
• Provide guidance on timing and tax implications of distributions
• Assist with estate valuation, depreciation, and asset reporting
• Coordinate with attorneys and financial institutions on compliance and documentation
• Offer year-round tax planning and advisory support for ongoing trusts

With Sussman & Addis, CPAs, you gain a knowledgeable and compassionate partner dedicated to ensuring your estate or trust is administered accurately, efficiently, and with the highest level of professionalism.