An Accountant for Trusts and Estates
The accountants at J Boey, CPA are specially trained to interpret and apply specific tax codes on a case by case bases. It is for this reason that our experience is so highly sought after by other professionals working on estate planning.
Trusts and estates have tax issues that require a professional accountant’s expertise. Any mistakes made could affect generations of your friends and family. Thankfully, we are only a phone call away.
We Make Estate Planning Easy
With us, estate planning is a straightforward process. We make sure your trusts are well-organized from the very outset. This gives beneficiaries the chance to see exactly where their money has gone.
We will advise you on the consolidation, opening, or closing of accounts, and steer your financial journey down the most cost-effective path.