protect your legacy
Family & Estate
Support Services
Our Family & Estate Services
Helping you protect and grow your wealth, so you can leave a lasting legacy.
Family Planning and Advice
We work with you to create a financial roadmap for your family. This helps you plan for major life events and ensures your loved ones are taken care of.
Trust and Estate Accounting
We handle the complex accounting for trusts and estates. We make sure everything is managed with care and precision.
Trust and Estate Tax Preparation (1041)
We prepare and file all the necessary tax returns for your trust or estate. This ensures you meet all the legal requirements.
Our Accompanying Services
Accounting Support
We provide the expertise and guidance to help you manage your finances like a pro.
Tax Support
We handle the hard stuff so you can stop worrying about compliance and start focusing on your bottom line.
Some say we're the best ... we tend to agree.
The reviews are in and we’ve swept all the categories.
“Our clients’ businesses are transformed with the power of Kreitzman and Company.”
Tara K
"I could cy. Thank you SO MUCH!"
Toni M
“…having my taxes done was fun…these days everything for me is done virtually which is also a breeze and everything is easily accessed through a portal… So while there are plenty of things I do worry about, I can breath easy knowing I do not have to find someone new to handle my taxes.”
Stacey H
"Kreitzman & Co has a Mossad background. They keep all the secrets."
A.A.
“Not only is Josh exceptional at what he does, but he also does it with such personality and humor that he's a genuine pleasure. He has the ability to make complicated things clear and understandable. Josh is an absolute asset to any team.”
Lane C
"I was really impressed with how knowledgeable they were.I'm very thankful for their help."
Daniel F
"It seems to me they know all the deductions and credits that are available for small businesses."
Jason M
"I was really impressed with how knowledgeable they were.I'm very thankful for their help."
Daniel F
Ready for your company’s financial
secret weapon?
Your business deserves an accountant that gives you answers to questions you might even be thinking about yet. Stop waiting for a response and start getting ahead.