Estate, Trust, and Gift Taxes

Estate accounting services

Plan for Your Future With Estate Accounting Services

At Ronald Bozzo CPA, Inc., we believe that the first step in developing an estate plan is listening. Listening develops trust and helps us get to know you and your goals for the future. For planning and guidance built around your particular needs, you can count on Ronald Bozzo CPA, Inc. We listen to you, then recommend strategies for developing a plan that meets your needs. Request a free consultation to find out how we can help you develop a smart financial plan.

Our Valuable Estate and Trust Services Include:

  • Tax preparation for Trusts & Estates
  • Tax Preparation for Death Taxes
  • Release of Assets
  • Executor of Estate
  • Administrator of Trust
  • Estate planning
  • Life insurance analysis (adequacy and structure)
  • Retirement planning
  • Estate and trust tax planning and compliance

Serving - River Edge, Paramus, Westwood and NJ, NY, CT

 

Ask about our FREE TAX RETURN REVIEW and FREE E-FILE services

Call For a No Obligation Estate Planning Consultation

201-612-0098

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