• slide1


    Let Us Help.

    Managing your personal or business taxes and finances is more affordable than you think and something a professional should handle.

    Know more

Services for Trusts and Estates

When a loved one passes, there is often a large amount of red tape and administrative hurdles required to pass that person’s possessions to their heirs.  These possessions can include bank accounts, IRSs, 401(K)s, houses and other real estate, vehicles, and personal assets.  Sometimes this transfer is taxable, placing the tax obligation on the heirs or the deceased person’s trust or estate.  There are decisions that can be made both before and after a someone’s passing in order to minimize tax, lower administrative and legal costs, and ensure property is kept within the family.

At Daniels Group CPA, PLC we work with families to preserve property and minimize burden.  Our services include: