Estate CPA Accountant NJ

Fiduciary Accounting & Estate Tax Services

Marjorie L. Rand, CPA, P.C. a Central New Jersey accounting firm focuses solely on providing fiduciary accounting and tax services to attorneys, executors, trustees and guardians. Attorneys call upon our firm to prepare:

  • fiduciary accountings for estates, trusts and guardianships
  • inheritance tax returns, gift tax returns and fiduciary income tax returns

Executors and trustees call upon us to prepare fiduciary accountings, inheritance tax returns, and gift tax returns. They also look to us for guidance through the tax and accounting aspects of estate and trust administration.

Individuals turn to us for trust and estate planning services. When you retain us to provide trust and estate planning services, we sit down with you to learn all we can about your financial objectives. Then, we develop an estate plan that will maximize your wealth and allow it to be transferred to your beneficiaries in an orderly manner and with minimal tax consequences. We assist you with effectively implementing your plan by coordinating with other advisors like your attorney or insurance agent.

Contact Central New Jersey CPA firm, Marjorie L. Rand, CPA, P.C., now at 732-805-1843 to learn more or request a consultation online.

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