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Trust & Estate Professionals

Your trustee duties, handled

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

Solve My Trust Needs
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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

We make it manageable

Specialized professionals 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.

What We Do

Trust, Estate, and Gift Tax Returns
  • We prepare trust, estate, and gift filings with the accuracy and documentation these complex returns demand
  • We are seasoned specialists in trust and estate returns. We have the experience
  • Clear, credible financials for your banker or beneficiaries
  • We perform trust accounting and financial compilations, backed by Andrew Horwitt Accountancy, PC
  • We understand trusts, rely on us for guidance
  • Annual tax planning sessions for strategy and peace of mind

Something special for pro fiduciaries ...

Streamlined workflow for bulk returns make it easy for our fiduciary partners.

Preparing complex trust returns quickly with proficiency and accuracy by a seasoned specialist.

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.

Share Your Trust Needs with Us
Trust, Estate, and Gift Tax Returns
  • Trust and estate returns require specialized experience
  • We prepare trust, estate, and gift filings with the accuracy and documentation these complex returns demand.
  • Clear, credible financials for your banker or beneficiaries
  • We perform trust accounting and financial compilations, backed by Andrew Horwitt Accountancy, PC
  • We understand trusts, rely on us for guidance
  • Annual tax planning sessions for strategy and peace of mind