Reynolds and Rowella is experienced in handling all aspects of Estate and Trust administration including the preparation of all documentation and filings with the probate courts, interim/final probate accounting, and Estate, Gift and Fiduciary Income Tax Returns.

The Challenge

Offering expert advice regarding the complex responsibilities faced by Trustees and Executors, as well as providing compliance with federal and state taxing authorities and probate courts.

Reynolds & Rowella can provide the detailed and reputable assistance you need.

Why Reynolds & Rowella?
As trusted financial professionals, Reynolds & Rowella will give you the guidance and assistance of knowledgeable advisors, as well as providing the following services:

Preparation of Estate and Inheritance tax returns
Review and analysis of Wills and related estate planning documents
Preparation of trust income tax returns
Review and analysis of trust agreements
Preparation of gift tax returns
Annual gift planning
Preparation of annual and interim trust and other
probate court accounting
Advice regarding complex tax issues
Maintenance and reconciliation of client trust accounts
Provide assistance to executers and trustees with all
aspects of trust and estate administration, including:
     Bill payments
     Income tracking
     Bill discrepancy resolution
     Bank account reconciliation
     Cash flow/distribution planning

Reynolds & Rowella has provided expert financial services to clients in Connecticut, New York and beyond. Our professionals are recognized as trusted providers of Certified Public Accounting Services and Financial Solutions. We are committed to providing you with the financial services and counsel you deserve.

Our experienced professionals make the difference.
As an estate and trust specialist, Candace Schrull manages the firm’s Trust and Estate practices. Candace has more than 15 years experience in probate court and trust accounting and related issues, and 8 years experience in estate and trust income tax preparation. Candace works with a staff who are dedicated exclusively to providing client services in the area of probate accounting, estate settlement fiduciary income taxes, and estate and gift taxes. She is a graduate of Western Connecticut State University, and joined Reynolds & Rowella in 1998 as a tax professional. She has since been promoted to a Senior in the Estate and Trust Department. Candace is actively involved in many local professional organizations.
 
A Firm Commitment to Quality and Service.
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Three Convenient Locations

90 Grove Street
Ridgefield, CT 06877
tel: 203.438.0161


51 Locust Avenue
New Canaan, CT 06840
tel: 203.972.5191

87 Old Ridgefield Road
Wilton, CT 06897
tel: 203.762.2419

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