Scott Porter, CPA delivers quality accounting and tax services for trusts and estates. We provide fiduciary accounting services, money-saving tax strategies, and sound financial advice. For individuals who have been appointed as trustees and executors, our tax and accounting support enables them to fulfill their fiscal responsibilities for the trust or estate. When attorneys need a CPA firm they can refer clients to, we work behind the scenes as part of the estate planning process or as a key member of their estate and trust team to control tax liabilities, file tax returns, and prepare the fiduciary accountings.
Working with us is a pleasure because we truly care about the needs of people and are determined to develop a longstanding relationship with each one of our clients. Contact us now at 719-426-9360 to learn more or request a free consultation online.
We bring peace of mind to executors and trustees by providing the accounting services to meet their responsibilities.
We offer an integrated plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible.
We help ensure you are accurately following the law and protecting the interests of the beneficiaries to the best of your ability.
We’ll operate behind the scenes with the estate planning process or as a key member of your estate and trust team.
Fill out the contact form below and one of our experienced accountants will get in touch with you shortly.