Trusts and Estates

Laws and regulations regarding trusts and estates can be complex and require attention to detail, which makes linking up with reliable local experts all the more important. Our CPA and financial consulting firm is versed in helping families protect their assets and pass them on while staying fully in compliance and carried out according to your wishes, while reducing taxes on your estate and ensuring ongoing prosperity.

Common Services We Offer Trusts & Estates

Client Accounting Services

Keep your books solid throughout the year with expert accounting help. We can work directly in your Quickbooks or Xero account, too.

Consulting & Management Advising

Determine your short-term direction and long term strategy with help from our expert financial consultants. We assist with everything from forming entities to planning exit strategies.

Estate Planning

Protect your assets from being overtaxed, and provide for your family into the next generation. We’ll help you make all the right moves.

State & Local Taxes

Stay on top of your tax obligations, and those of your business, nonprofit, or other organizations. We’ll walk you through and help you avoid audits and overpaying.

Tax Planning & Preparation

Set yourself up for success with our approach that uses a rigorous eye to help you get the greatest advantage from your income tax situation.

Why Us for Trusts & Estates


We understand the delicate grieving process our Estates & Trust clients may go through and stive to lessen the burden by handling tax matters.

Community Focused

We think differently at McDonald Jacobs, and we make our community a better place by providing superior professional services that directly impact peoples’ lives.

Partnering With The Best Team

We thrive in working in a team environment that’s why our team often includes attorney’s, trust officers, financial planners, and other professionals to serve our clients goals.

Trusts & Estates Experts