Estate & Trust firms for real estate
We track 144 firms offering estate & trust for real estate.The most common platform is QuickBooks (20% of firms), and 10% work remotely — so you're not limited to your city. The 25 most specialized are listed below.
Allred Tax Advisors, PLLC provides tax and accounting services to clients in the Conroe and Houston area.
Brian R.
Bacon CPA LLC offers accounting, tax planning, and small business services in Door County, Wisconsin, led by Inge Bacon, CPA.
San Mateo-based full-service accounting firm established in 1991, specializing in taxation, financial and business services, with a focus on income tax compliance and advisory for individuals, business entities, fiduciaries, real estate transactions, multi-state and international tax issues; emphasizes trust and estate taxation and ongoing professional education and technology to support client service..
Dorfman & Company is a full service accounting and business management firm offering integrated financial services, including accounting software guidance, tax planning, estate planning, business management, financial statement preparation, and advisory on mergers, acquisitions, debt restructuring, banking and investment relations, and representation before tax authorities..
Accounting & Wealth Management for Businesses & Individuals | Bay Area & Marin County | Frederiksen CPAs
Golemb Accountancy Corporation provides estate and trust administration and related tax and accounting services for fiduciaries, attorneys, surviving spouses, families, executors, and trustees, with a focus on estate and trust taxation, administration, and real estate within estates and trusts..
Holmes & Associates, CPAs provides big-firm expertise with a personalized approach for businesses and individuals in the Long Beach area, offering tax strategies, planning, and IRS representation.
Integrity in Tax & Accounting, LLC provides tax and accounting services to individuals and small businesses, with specialties in real estate professionals, IRS/state tax problems, offers in compromise, delinquent tax returns, and year-round tax preparation, representation, and resolution..
Certified Public Accountant offering tax preparation for individuals, businesses, farms and estates with e-filing across all states, tax planning, consulting, operations and trends analysis, and guidance on purchase/sale of business, new business setup; services include life decisions, financial planning, retirement, estate planning, and Social Security.
CPA Advisory Firm for Taxes & Business | JULIE R MERRILL CPA
KAS Accounting Full-Service CPA Firm offers attestation, tax, and advisory services with a founder-led approach and capital markets experience, serving entrepreneurs, active traders, real estate investors, and growth-stage businesses nationwide (through CPA Practice Mobility)..
KKM CPA Associates PLLC is a full service accounting, tax and consulting firm serving the New York Metropolitan region since 1978, offering services from bookkeeping to financial reporting and advisory across individuals, small businesses, large corporations, and multinational organizations..
Client-Focused Accounting and Business Solutions
Tucson Taxes & Accounting
Expertise. Passion. Personal
Pillar Consulting, Inc.
RMA Accounting Services, Inc.
CPA firm information page for Richard Ochs, CPA, LC, with emphasis on commercial real estate accounting and HUD/LIHTC properties; provides individual, business and trust income tax services..
RealTax appears to offer comprehensive services in income and estate tax planning, asset protection planning, property investment planning, and family succession planning, with a focus on real estate investors and family wealth preservation across generations..
Roger A Brown & Company (RABco) is a CPA firm established in 1966, serving high net worth individuals and families as well as small to medium sized businesses.
Steven R.
Life is messy. Your finances shouldn’t be.
How to choose a estate & trust provider for real estate
Investors, agents, brokers, and developers. The strongest signal of a specialist is specificity: firms that name your tools and workflows on their own site, publish pricing for businesses like yours, and describe real estate-specific work rather than generic accounting. Start with two or three firms above, check the software match, and ask each how many clients like you they currently serve.
How do I choose a estate & trust provider for real estate?
Look for firms that name your industry on their own website, list the software you already use, and publish industry-specific pricing. Of the 144 firms we track here, 10% work with clients remotely — so you aren't limited to firms in your city.
Do these firms work remotely?
14 of the 144 firms we track here (10%) state on their websites that they serve clients remotely or nationwide.
Does AccountingNearYou charge to contact a firm?
No. Every profile links directly to the firm's own website — no forms, no gatekeeping, no fees.