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CPA Services for Trusts & Estates
Accounting Expertise Built for Executors, Trustees & Beneficiaries
Managing trusts and estates comes with unique financial and tax challenges—administering assets, preparing fiduciary tax returns, coordinating distributions, and ensuring compliance with complex tax and estate laws. At Markham Norton, we specialize in accounting services for trusts and estates, providing the clarity and guidance you need to administer and protect wealth efficiently.
Why Choose a CPA Who Understands Trusts & Estates?
Not all accountants understand the complexities of trusts and estates. With years of experience working alongside trustees, executors, and beneficiaries, we know how to:
Accurately track estate and trust assets and income
Prepare fiduciary tax returns and ensure compliance
Manage distributions to beneficiaries efficiently and fairly
Minimize estate and income tax liabilities with strategic planning
Provide clear reporting to trustees, beneficiaries, and courts
Our Trust & Estate CPA Services
We offer comprehensive accounting solutions for trusts, estates, and fiduciaries:
Fiduciary Accounting & Reporting – Track assets, income, and distributions for clear oversight.
Trust & Estate Tax Planning & Preparation – Minimize tax liabilities while remaining compliant.
Estate Administration Support – Help trustees execute their duties efficiently.
Financial Statements & Advisory Services – Provide detailed reports for beneficiaries and advisors.
CFO Services for Estates & Trusts – Offer strategic guidance for complex financial situations.
Who We Serve
We partner with trustees, executors, and beneficiaries across diverse estate and trust arrangements:
Family Trusts & Revocable Living Trusts
Irrevocable Trusts
Probate Estates & Wills
Charitable Trusts & Foundations
High Net Worth Individuals Managing Wealth Transfer
Executors & Trustees Seeking Professional Guidance
Build a Strong Financial Foundation
With the right CPA by your side, you’ll ensure accurate accounting, compliance, and strategic planning, giving trustees and beneficiaries peace of mind. Our proactive approach helps you optimize estate administration, minimize taxes, and preserve wealth across generations.
Frequently Asked Questions About Trust & Estate CPA Services
Why does a trust or estate need a specialized CPA?
A CPA with trust and estate expertise understands fiduciary responsibilities, tax obligations, and financial reporting requirements, ensuring accurate administration and compliance.
What tax services do you provide for trusts and estates?
We handle fiduciary tax planning, preparation, and compliance, helping reduce estate and trust tax liability while meeting all regulatory requirements.
Can you help with estate administration?
Yes. We assist trustees and executors in managing assets, distributions, and reporting to beneficiaries.
Do you provide financial reporting for trusts and estates?
Absolutely. We prepare detailed accounting and financial statements for trustees, beneficiaries, and courts as required.
Do you work with all types of trusts and estates?
Yes. We serve family trusts, irrevocable trusts, charitable trusts, probate estates, and high net worth individuals managing wealth transfer.