Trust and Estate Tax Return Preparation and Advisement

EXPERITY CPA TAX & ACCOUNTING

Trust and Estate Tax Return Preparation and Advisement

We can help you decide what type of trust is right for your business and family’s needs.

Trust and Estate Tax Preparation

We prepare tax returns for trusts, estates, and gifts.

Gift Tax Advisement

We help people understand the tax consequences of certain gifts and how to avoid paying unnecessary tax.

Trust Advisement

We help you understand how trusts can dramatically reduce your tax burdens.

Deferred Sales Trust

We help business owners and high net worth individuals concerned about large capital gains taxes utilize tax deferred trusts to defer their tax liability. If you have property, cryptocurrency, or other investments and are concerned about triggering large capital gains taxes reach out to ExperityCPA and we can help you decide if a deferred sales trust is right for you.

Estate & Gift Tax Planning

We help you understand gift and estate tax consequences and the strategies that can be used to mitigate them. ExperityCPA will work with you to implement a strategy so you are never faced with overwhelming tax bills. We will help you lower your estates tax to help your family in the future.

OUTSOURCED ACCOUNTING SERVICES

One Service That Includes Everything

We’re not your typical “year-end” tax and accounting firm. We serve as your outsourced accountants throughout the year. We’ll handle everything so you can stay focused and profitable.

Catchup & Cleanup

We will start by cleaning up your bookkeeping and catching everything up so you are setup just right.

In-Depth Tax Reduction Analysis

We will deep-dive your tax return and accounting to find opportunities to save in taxes.

Comprehensive Tax Reduction Plan

We will put together a specific plan for you to reduce taxes in the current year, and over your lifetime. We'll update it often.

Perform Top-Tier Bookkeeping

We will make sure your accounting and bookkeeping is always up to date.

Setup & Run the Best Payroll

We take the confusion out of payroll, and help you onboard new clients, contractors and employees.

Pay in Taxes & Avoid Surprises

We will pay in your taxes according to the tax plan we created and ensure you never fall behind or give the government more than necessary.

Monthly or Quarterly Reports

We will help you understand your business and numbers by providing dashboards and reports that are helpful for you.

Meet Before Year End

We will meet well before year end to help you make any major decisions around spending and investing.

Year-End Closeout

We will close out your financial year and provide helpful reports.

Year End Taxes a Breeze

Your business and personal taxes are made easy since we have done your bookkeeping and payments through the year.

Prepare & File Your Taxes

We will take care of your year end tax returns.

Build Tax Efficient Wealth

We will help you build wealth and mitigate risks along the way.

Schedule A Free Consultation

Take a Step Towards a More Profitable & Simple Future

Procrastination leads to overpaid taxes and more stagnation, book a call today and we are certain you will enjoy the process.

WE HANDLE EVERYTHING

Our Services

Our Accounting & Tax Services

Trust and Estate Tax Return Preparation and Advisement

We can help you decide what type of trust is right for your business and family’s needs.

Individual Tax Return Preparation

We also help individuals by providing expert level advice and attention for personal returns.

Crypto Tax & Accounting

We are well versed in Cryptocurrency and web3 and can optimize tax savings for investors and developers.

Tax Reduction Planning

We make sure business owners never over pay in taxes and keep as much of what they earn as possible.

Outsourced CFO

We provide a CFO level perspective and guidance to help you scale your operations.

Payroll Services

Don’t worry about selecting or running a payroll system, we will help you implement what is best for your business.

Bookkeeping Services

Get pristine financials and never waste your staffs time doing bookkeeping.

Business Tax Return Preparation

Get fast and affordable business tax return preparation, with a focus on tax reduction.

EXPERITY CPA TAX & ACCOUNTING