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Kevin P Ellis, CPA

Accountant (show on map)

CPA services for trustees, executors, law firms, and individuals, including fiduciary accounting, trust tax preparation, and strategic tax planning.

Call (631) 677-1332
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Kevin P Ellis, CPA website

About

Kevin P. Ellis, CPA, P.C. provides comprehensive accounting and tax services designed for trustees, executors, law firms, and individuals.

The firm specializes in fiduciary accounting and reporting for beneficiaries and state Surrogate's Courts, preparation of trust, gift, estate, and inheritance tax returns, trust-focused strategic tax planning, estate and legacy planning, consulting and litigation support, independent trustee and executor services, trust protector and advisor services, outsourced CFO services, firm controllership, and tax planning and preparation. Kevin has over fifteen years of experience assisting clients throughout the United States, offering virtual accounting and tax solutions.

Specialized focus on fiduciary accounting and trust tax services
Outsourced CFO and firm controllership services
Strategic tax planning for law firms and individuals
Independent trustee and executor services
Trust protector and advisor services

Services

Fiduciary Accounting and Reporting

Preparation of fiduciary accounting and reporting for beneficiaries or state Surrogate's Courts.

Trust, Gift, Estate, and Inheritance Tax Returns

Preparation of trust, gift, estate, and inheritance tax returns.

Trust-Focused Strategic Tax Planning

Estate and legacy planning and analysis, consulting and litigation support.

Estate and Legacy Planning

Estate and legacy planning and strategic analysis.

Consulting and Litigation Support

Consulting and litigation support for trustees, executors, and attorneys.

Independent Trustee and Executor Services

Independent Trust Protector and Advisor Services.

Credentials & Certifications

Certified Public Accountant (CPA)
CCFK (Certified Corporate Finance Professional)

Contact Kevin P Ellis, CPA

Kevin P Ellis, CPA
Website
kpecpa.com
Category
Accountant
Wheelchair Accessible
Call (631) 677-1332

Opening Hours

Sunday
Closed
Monday
8 am–6 pm
Tuesday
8 am–6 pm
Wednesday
8 am–6 pm
Thursday
8 am–6 pm
Friday
8 am–4 pm
Saturday
Closed

Location

Location of Kevin P Ellis, CPA · View on Google Maps

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Get in Touch

Ready to work with Kevin P Ellis, CPA?

Reach out today to schedule a consultation.

(631) 677-1332

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