Estate and trust returns
46 preparers in the TaxPrepFinder directory list this as a specialty.
Preparers who advertise Estate and trust returns as a specialty have indicated that they regularly take on this type of work. Specialty listings are self-reported and are not a substitute for confirming a preparer’s qualifications directly. When contacting a preparer for a specialty engagement, ask how many returns or matters of this kind they handled in the most recent filing season — the answer is usually a more reliable signal than the listing itself.
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AFSP
Aaron Owens, AFSP
Owens & Clark CPA Group
Birmingham, AL
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AFSP
Sara Morris, AFSP
Morris Tax & Accounting
Chandler, AZ
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CPA
Sean Scott, CPA
Scott Tax Advisors
Bentonville, AR
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CPA
Olivia Peterson, CPA
Peterson & Kennedy Tax Pros
Norwalk, CT
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CPA
Larry Gomez, CPA
Gomez Tax Pros
Kapolei, HI
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CPA
Bradley Tran, CPA
Tran Tax Services
Caldwell, ID
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EA
Lisa Roberts, EA
Roberts Bookkeeping & Tax
West Des Moines, IA
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EA
Karen Morris, EA
Morris & Hill Tax Advisors
Georgetown, KY
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CPA
Mark Ruiz, CPA
Ruiz & Aguilar CPA Group
Alexandria, LA
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EA
Sophia Watson, EA
Watson & Cooper CPA Group
Metairie, LA
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CPA
Frank Nelson, CPA
Nelson & Ortiz Accountancy
Biddeford, ME
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AFSP
Arthur Hernandez, AFSP
Hernandez Tax Services
Gaithersburg, MD
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EA
Raymond Ramos, EA
Ramos & Bell Tax & Accounting
Worcester, MA
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CPA
Roger McDonald, CPA
McDonald Tax Services
Livonia, MI
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EA
Michelle Castillo, EA
Castillo & Aguilar Tax Services
Jackson, MS
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CPA
Evelyn Perez, CPA
Perez & Lewis Bookkeeping & Tax
Saint Joseph, MO
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Attorney
Bobby Walker, Esq.
Walker & Sanchez Tax Services
Great Falls, MT
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CPA
Matthew Cole, CPA
Cole Accountancy
Anaconda, MT
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CPA
Lisa Hayes, CPA
Hayes & Perry Bookkeeping & Tax
Helena, MT
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Franchise
Zachary Phillips
Tax Pros Express — Hastings, NE
Hastings, NE
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EA
Julia Mitchell, EA
Mitchell & Kim Accountancy
Carson City, NV
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CPA
Christopher Thomas, CPA
Thomas Accountancy
Merrimack, NH
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CPA
Angela Reyes, CPA
Reyes & Jenkins Bookkeeping & Tax
Las Cruces, NM
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CPA
Ashley Woods, CPA
Woods & Adams & Associates
New York, NY
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EA
Ethan Graham, EA
Graham & Associates
Utica, NY
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AFSP
Michelle Edwards, AFSP
Edwards Accountancy
Cary, NC
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EA
Dennis Alexander, EA
Alexander Tax Services
Minot, ND
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AFSP
Kevin Patel, AFSP
Patel Tax Advisors
Wahpeton, ND
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Franchise
Steven Morris
Liberty Tax — Cincinnati, OH
Cincinnati, OH
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Attorney
Jesse Fernandez, Esq.
Fernandez Tax Office
Midwest City, OK