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Estates & Trusts

Estates and trusts can often be tricky and confusing. They create unique opportunities and challenges that require an experienced CPA to help you navigate these issues. We will work with your team of attorneys and financial advisors to help you sort out and understand this process.

Mitchell & Associates can help you navigate the pitfalls of trust and estate taxation. Having the right team is critical in these situations.

Let us help you sort out tax filing requirements, plan and coordinate actions to help minimize your tax obligations, assist with making gifts and distributions of property, transfer assets to beneficiaries, and educate and aid in the overall estate planning and administration process.

As a trustee or executor, you may have many questions regarding the trust administration process. Contact Mitchell & Associates and let us assist you in taking care of your loved ones or carrying out their final wishes.