Legal & Financial Institutions:

Today, many law firms and banks offer a wide array of services for their clientele.  While many of those services can be controlled or planned, Estate and Fiduciary tax matters are not among them.  It is very difficult to determining the support staff needed to handle these matters as they arise.  In addition, the rising costs of tax and administrative support make it difficult to maintain fully staffed departments.

Braverman CPA PC has an aggregate of over fifty years of experience in Trust and Estate tax and administrative support.  We have the ability to prepare Forms 706, 709, and 1041's for you.  In addition, we prepare Fiduciary Accountings for Judicial Proceedings, Settlements of Trust and Estates, and Forensic Accountings.

Our Trust and Estate Administrator handles all forms of Probate including the preparation of 'Receipts and Releases'.  We have the ability to convert what may have been a cost center for your business in the past, into a profit center by having Braverman CPA PC be your back office support.  We have had outstanding success in working with other firms in this capacity.

Please feel free to contact us, so that we may set up and appointment to further discuss how we may be of assistance to you.