Your Trusted CPA for Estates & Trusts
Let the knowledgeable team at Superstein PA handle your complicated estate, gifting, and trust accounting and taxation. We’ll provide you with reporting, help you minimize taxes, and create a strategy to preserve and protect your family’s future.
What We Can Handle for You
Our comprehensive estate and trust services include:
- Fiduciary Accounting
- Tax Planning & Strategy
- Timely & Accurate Tax Returns for Estates & Trusts
- Succession Planning & Review
- Estate Gift Plans / Philanthropic Planning
- IRS Representation
Get Detailed Record-Keeping & Reporting
With Superstein PA, you get peace of mind of knowing that the fiduciary accounting you’re responsible for, no matter how complex, is done properly and that you’re provided with the reporting you need.
Ensure You Are Compliant
Our CPAs thoroughly understand the local, state, and federal laws that govern estates and trusts and will help you remain compliant. And we’re always staying abreast of changes that may impact fiduciary accounting and estate and trust taxes.
Get Assistance With Specific Tax Forms
Our CPAs can prepare required tax forms associated with estates and trusts, such as:
- Estate Tax Return, Form 706
- Gift Tax Return, Form 709
- Trust Tax Return, Form 1041
- Split-Interest Trust Tax Return, Form 5227
How to Get Started
Superstein PA has helped clients with the accounting and taxes surrounding estates and trusts for over 70 years. Contact our team today to discuss your needs.
(954) 602-9100 FL (864) 999-2003 SC
About Us
At Superstein PA, we’ve made it our mission to simplify complicated money matters and ensure you understand your options.
For over 70 years, our clients have benefited from smart strategies based on solid research—led by industry veterans with specialized expertise in intricate finances.
The Industries We Specialize In
We help high-performing individuals and businesses across many different industries not only thrive but evolve. And we can handle the complexities that go along with that.
- Healthcare & Medical
- Real Estate
- Construction
- International
- Wholesale
- Professional Services
- Family Offices & Groups
- Athletes & Entertainers
What Our Clients Say
Great People! Family run and operated.. They have been in business a very long time and there is a reason for that. If you are looking for a CPA or are thinking about firing your current one make sure you talk to Superstein & Superstein.
Nick Murtha
Let’s Work Together
At Superstein PA, we offer a wide range of highly personalized services. Reach out to us today.
