Estate and Trust
Estate and Trust
Our CPA firm works closely with many Estate and Trust Attorneys in our area and collaborate with them to provide the best possible service to handle Estates, Trusts and Gifts to benefit our clients.
We don’t pass you off to to someone else, we stay with you and use our knowledge of you, your financials and our expertise of Accounting Services to advise you of the best course of action to achieve your goals and retain more money by reducing the tax liabilities.
Our areas of work include
Cartier CPA experience as business, financial and tax advisors to our clients, coupled with our expertise in gift and estate taxation, allows us to provide sophisticated estate planning services to our clients. We offer a variety of services such as:
- TAX PREPARATION
- TAX PLANNING
- CONSULTING
- FORENSIC ACCOUNTING
- FIDUCIARY ACCOUNTING
Savings Opportunities
Count on Cartier CPA for a broad range of tax savings opportunities and services that will help you make educated and well-informed decisions regarding the future of your estate and business. We take pride in our ability to explain these complex topics in everyday language. As a result, our clients have a better understanding of the importance of Estates, Trust and Gifts and the financial impact to their particular situation. Our consultation allows the client to receive the best financial benefits for their circumstances.
Free Consultation
Although we are located in the heart of beautiful St. Petersburg, FL, our clients stretch from Texas to Boston and California to Germany! However, many of our clientele are located in our area and we take great pride in servicing this great community.
