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