Tax
Trust & Estate Tax Services

Tax laws associated with trusts have become more complicated over the past 30 years. The interrelation of fiduciary taxation, estate taxation and fiduciary accounting have become more intricate.

You can depend on Kruggel Lawton’s team of experienced tax professionals. We work with trustees, executors, administrators, or any individual with power of attorney to ensure that the complex tax and accounting issues related to estates and trusts are effectively managed.

We continuously invest in tax reporting services, planning tools and resources so that we can provide you with the assurance that tax preparation and planning reflects all the latest developments and maximizes all the tax savings and deferral opportunities available.

Our mission calls for us to be more than just accountants and advisors. We are here to serve as your partners. Because we don’t have an investment department or proprietary investment products, we always have your clients’ best interest in mind.

Our “high-touch” approach means you’ll interact with senior level staff on a regular basis. They will personally review transactions and ensure timely correspondence with your clients. It’s all part of making sure we are “accounting for your every need.”

Tax