(609) 306-4575 anthonyhearn@yahoo.com
Evening & Weekend Appointments Available
Hearn CPA
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Estates & Trusts

Fiduciary tax and accounting handled with care and precision.

Protecting what you've built

Estate and trust matters require technical accuracy and sensitivity. We work with executors, trustees, families and attorneys to handle filings and accounting properly and on time.

What's included

  • Fiduciary income tax returns (Form 1041)
  • Estate tax returns (Form 706)
  • Gift tax returns (Form 709)
  • Trust accounting and reporting
  • Final individual returns for decedents
  • Coordination with estate attorneys
  • Estate and gift tax planning

Frequently asked questions

I was just named executor. Where do I start?

Contact us early. We'll outline the filings required and deadlines so nothing is missed.

Do you work with our estate attorney?

Yes. We regularly coordinate with attorneys to keep everything aligned.

Does every estate need to file an estate tax return?

Not always. It depends on the size of the estate and other factors — we'll review your situation.

Ready to take the stress out of taxes?

Book a consultation today. Evening and weekend appointments available.