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Trust & Estate
$50 Gift Card for NEW Clients
*cannot be combined with other offers
CASH Referral Bonuses
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Just give us a call or click the links below to get a price quote or to book your appointment.
With decades of experience helping local clients make the most of their time and money, we guarantee you will not overpay on either your taxes or the cost to prepare them.
Our team of tax and business specialists are focused solely on achieving your financial objectives and solving problems.
Strategic thinking, smarter decisions, greater confidence.
Trust & Estate
We are experienced with working in cooperation with attorneys and also in working directly with individual executors and trustees in this important area.
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WHY CHOOSE Worth Tax?
Triple Check Process
Year-round team of Professionals
Valuable Resources For our Valuable Clients
We have guides and calculators along with many other resources to help you plan for your financial future. We are here for you every step of the way. Give us a call today and let's set your plans in motion!
Alex did a tremendous job and completed our return extremely fast before we went on vacation. As always, we were very pleased with the service we received from Alex.
Everyone we spoke with or emailed was really great with taking the time to answer our questions and to help up through the process and your response time was fantastic.
I have had my tax returns prepared by you for several years, I have always been pleased with the results. I also like the opportunity to talk with very helpful staff when I have a problem.
I cannot thank you enough for your help! I am very satisfied and happy with the results of my return. Again, thank you much!
Learn Some Helpful Tips on Our Blog
Fiscal Cliff Agreement Averts Tax Increase for 99% of Americans . . . Or Does It?
It’s true that the agreement reached by Democrats and Republicans on January 1st averted a tax increase for 99% of us. Nevertheless, taxes will increase in 2013. Why? Because the reduction in Social Security taxes that … Read More
Are We About to Fall Off the Fiscal Cliff?
The political gridlock is worse this year than ever before. Taxpayers are left in the dark, not knowing how to plan finances and businesses are undecided about capital investments and hiring new employees. There are more … Read More
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