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Estate & Trust Tax Services
 At Joan M. Paquette, CPA, PA, a Vero Beach CPA firm, we assist you with your estate planning and trust administration issues with a focus on tax compliance, tax avoidance, and wealth preservation. Our services are designed to simplify the process for you.
Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer wealth of family businesses in an equitable manner. Since we totally understand both the human and financial elements involved with these transitions, our clients call us when they need a Vero Beach CPA firm.
- Estate planning
- Estate administration
- Trust administration and reporting -- irrevocable, marital, credit shelter, and living trusts
- Gift tax planning
- Fiduciary compliance
- Retirement planning
- College savings planning
- Estate tax returns, trust tax returns, gift tax returns
- And more
We offer a FREE initial consultation to discuss our estate and trust tax services. To learn more about how we can assist your business, contact us at 772-778-1922 and ask for Joan Paquette.
For more information, please click here and a representative will contact you.
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Copyright 2010 © Joan M. Paquette, CPA, PA. Vero Beach FL CPA. All rights reserved.
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Joan Paquette, CPA, PA is a Vero Beach CPA firm that provides a wide variety of accounting, tax and financial management services. Our clients are located in towns like Vero Beach, Vero Beach, Fort Pierce, Port St. Lucie, Sebastian, Palm Bay, Fellsmere, Lakewood Park, Winter Beach, Wabasso, Indian River Estates, Melbourne, Micco, and more. We service clients in Indian River County, St. Lucie County, Brevard County.
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