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.