Start a Conversation

Your trustee duties, handled

We prepare and file trust and estate tax returns, gift returns and provide specialized trust accounting

Being a trustee comes with responsibility

  • You’ve been handed the job—but not the instructions
  • The trust has income, but you don’t know where it goes
  • You’re unsure what’s required or when to file
  • You’re afraid of making the wrong distribution or triggering tax issues
Start a Conversation

We specialize in trusts and estates

Andy Horwitt, CPA, has over 25 years of experience of tax compliance. He began his career as a forensic accountant in a law firm specialized in trusts.

Our associates are CPAs and former paralegals who also have  deep backgrounds in trusts and estates.

Located in Northern California, we have offices in Santa Rosa and Sacramento. We love our community.

Here in Northern California and beyond

Established in Sonoma County, we have offices in Santa Rosa, Sacramento, and San Francisco. Our clients live and do business up and down California and nationwide.

What We Do

Trust, Estate, and Gift Tax Returns
  • Not all firms prepare trust and estate returns. This is a core practice at Spurr West
  • We perform specialized trust accounting required by banks and beneficiaries
  • We understand trusts--rely on us for guidance. We also sit down with you each Fall to provide tax planning.

How it Works

  • DISCOVERY

Schedule a discovery call. Before we meet, we’ll ask you a few questions and request your most recent tax return. Our discovery call is our opportunity to learn about you and you to decide how we can help.

  • GETTING TO WORK

We’ll get to work preparing your returns. Use our easy online portal to send your information and documents. When finished, we’ll send you a secure link to view and sign your return.

  • ADVICE & PLANNING

Before and after your taxes are filed, you have questions. We’ll be available for support and guidance and year-end tax planning.

Start a Conversation

Get in Touch with Us

We’re here to help with all your tax, accounting, and financial needs. Reach out today to schedule a consultation or ask any questions you may have.

1550 Airport Blvd., Ste 100 Santa Rosa, CA 95403

View on Google Maps

©2025 Ace Art Nou, LLC

ALL RIGHTS RESERVED

Spurr West Group

Anderson-Folkoff

Spurr West Trusts & Estates

Andrew Horwitt Accountancy, PC.

Explore Services

Individual Taxes

Business Taxes

Estate Planning

Tax Planning

Get in Touch
  • 707-573-0326
  • 707-579-6296