Estates & Trusts

Estates & Trusts

Many clients find themselves in the position of managing an estate of a deceased family member or a trust that was created.  Our team will work with the personal representative or trustee to facilitate the preparation of estate and trust tax returns.

Related Staff

  • Rick Bishop, CPA
  • Monica Stephens, CPA
  • Donna Singer, CPA/PFS

Serving clients throughout Harford County, Maryland

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