Davidson & Nick CPAs

Trusts and Estates Tax

Trusts and Estate TaxOur Naples CPA firm has many years of experience providing tax planning to estates and trusts as well as their beneficiaries to help minimizing income taxes.

We provide an integrated strategy and a comprehensive plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan will consider many options for minimizing the estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, what investments to consider and more.

In addition, we have extensive experience preparing personal and fiduciary tax returns, gift tax returns and estate tax returns.

Our knowledge staff can assist in helping you understand the income tax implications of your trust and estate planning documents; preparation of annual accountings in accordance with applicable fiduciary accounting requirements; preparation of gift, estate, and trust (simple and complex) tax returns.

Estate Planning for Individuals and Families

  • Preparing all tax documents for estate and trust
  • Estate tax returns - Form 1041
  • Gift tax returns - Form 709
  • Fiduciary tax returns Prepare income tax returns for individuals and beneficiaries
  • Ongoing tax planning for estate and trust
  • Cash flow reports and budgets
  • Filing quarterly deposits of estimated taxes
  • Payroll and payroll taxes for household employees
  • Audit representation
  • Account reconciliation with banks, investment brokers, etc.
  • Investment tracking for tax purposes and capital gains/losses
  • Preparing a schedule of property

Call us at 239-261-8337 today and schedule an initial consultation to discuss your estate and trust tax planning and preparation needs with a trusted CPA and financial advisor.