Trust and Estate

Financially focused guidance and disciplined trust and estate tax compliance with a personal approach.

Laying a foundation for your legacy takes a lifetime. Whether you are building a business, raising a family or preparing for retirement, you can trust us for proactive, responsible stewardship and wise financial advice focused on your stage of life.

S.J. Gorowitz Accounting & Tax Services, P.C. is a recognized, experienced authority in trust and estate issues. We build abiding relationships with our clients, asking questions, listening and making sure we understand your financial profile and goals. We engage other financial and legal professionals as needed to secure tax compliance and accounting components of your estate. With the right pieces in place, we design and maintain appropriate mechanisms that can extend the impact of your financial legacy for generations to come.

Trust and Estate Services

  • Annual gifting and gift tax returns
  • Charitable foundations
  • Charitable Remainder Trusts and Foundations
  • Estate tax returns
  • Family Limited Liability Companies
  • Trust tax returns
  • Special Needs Trusts

You are disciplined. So are we.