Tax Preparation
Management of Estate And Trust Files
Contact Us
  Have you or your office ever found yourself in need of help handling your estate tax and/or accounting deadlines? This is where Elizabeth A. Smith, Inc. can assist you by either handling your probate issues from A to Z, or by acting as backup support when your own Trust and Estate Department is overwhelmed and you’re up against the wall.

  Whether you’re a law firm, an accountant or the Trust Department of a financial institution, we can help. We have the knowledge, expertise, programming and staff to assist you in the preparation of your federal and state estate tax returns as well as your fiduciary income tax returns. We can also prepare your probate administration forms and your estate and trust accountings in approved, court accepted formats.

  In the more than 15 years we have been in existence, we have worked with a variety of clients ranging from sole practitioners to some of the largest, well-known financial, accounting and law firms in the New York/Connecticut area. By way of assisting these attorneys, accountants and trust officers, we have expertly handled probate estates ranging from the smallest and simplest files to ongoing, multi-million dollar, complex estates and trusts. No matter what your need may be---we can help!

• Fiduciary accounting

• Preparation of Connecticut and New York probate administration forms

• Preparation of estate and trust inventories and accountings in Court approved formats

• Income tax planning

• Utilizing computerized accounting program - Omega Fiduciary Accounting System

• Utilizing computerized Fiduciary tax return program - ProSystem Software

205 RESEARCH DRIVE, UNIT 6, P.O. BOX 3002, MILFORD, CT 06460 • (203) 878-5106 • FAX (203) 877-4781
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