If you're seeking an estate tax CPA near me, you're taking a smart step toward protecting your legacy and minimizing tax burdens. These seasoned professionals specialize in preparing Form 706, handling fiduciary accounting, and ensuring smooth asset transitions—all within your local area.

 Leading Firms to Consider

1 Moss Adams LLP

A major national accounting firm offering personalized estate tax planning, wealth transfer, and valuations with a local office near you.

2 BDO USA, LLP

Known for comprehensive private client services — including estate, gift, and trust tax compliance, wealth succession, liquidity analysis, and IRS representation.

 

3. Plante Moran

  • Specialty: Estate & gift tax planning, valuation services, and coordination with wealth management

  • Website: https://www.plantemoran.com

4. Marcum LLP

  • Specialty: Estate, gift, fiduciary tax returns, postmortem planning, and IRS representation

  • Website: https://www.marcumllp.com

5. Wipfli LLP

  • Specialty: Private client services—estate and gift planning, fiduciary support, and state/local tax compliance

  • Website: https://www.wipfli.com

 

 Why Go Local?

  • Face-to-face support: Ideal for complex or sensitive discussions.

  • State tax expertise: Estate laws vary—CPAs in your area understand regional differences.

  • Coordinated care: Local CPAs often collaborate closely with your estate attorney and financial planners.

 Key Services Offered

Service Description
Estate & Gift Tax Returns Preparation of federal (Form 706) and relevant state filings
Post-Mortem Planning Asset valuation strategies and distribution advice
Fiduciary Accounting Financial management for trusts and executor duties
IRS Representation Support during audits or disputes, including negotiation

 

 How to Choose the Right "Estate Tax CPA Near Me"

  1. Search Using Location + "estate tax CPA"
    Add your city or ZIP to find nearby professionals.

  2. Verify Credentials
    Ensure CPA license and specializations (estate, fiduciary, Form 706).

  3. Review Experience & Fees
    Check their track record with similar estates and compare pricing.

  4. Schedule Consultations
    Ask about services and timelines—many offer free initial calls.

 Next Steps

  • Pick 2–3 local firms like Moss Adams or BDO based on your region.

  • Contact them using the links above for a consultation.

  • Prep documentation: asset inventories, past returns, trust details, executor info.

 Final Takeaway

A skilled estate tax CPA near me offers more than compliance—they offer peace of mind. With the right CPA, you can confidently plan and finalize your estate for optimal legacy outcomes.