Heather Judy, CPA the owner of Heather Judy CPA, LLC, was exposed to trust, estate and gift taxes from the beginning of her career. Throughout the years she has specialized in trust, estate and gift taxes, an area in which many CPA’s lack experience and in-depth knowledge.
We tailor our services to two specific groups:
We work closely with you to provide the tax services that your clients need. Heather thoroughly examines every client’s will and trust document to ensure the accurate tax reporting of the estate and trust activity. In addition, she can also participate in trust and estate planning phases with you and the client together to explain the tax aspects involved for any number of scenarios being considered. Or, if your client’s plan is already in place, she can explain the tax reporting requirements to be expected.
We also provide the necessary tax reporting services for gifts made by your clients. Whether it’s a method of transferring wealth, gifting an ownership interest in your client’s business, or simply funding a 529 plan for your client’s children or grandchildren, we can provide the services needed to keep your client compliant with the IRS requirements for gift tax reporting.
Let us help your trust and estate clients stay tax compliant.
Contact Heather Judy CPA, LLC.
Think trust, estate and gift taxes don’t apply to you? You may be surprised! Below is a very brief and potential set of circumstances that may leave you exposed to tax reporting requirements. These examples only include a very small portion of circumstances that may require trust, estate and gift tax reporting. Note that not all reporting requires paying actual taxes; however, filing the tax returns may still be required.
Questions you should ask yourself to determine if you may be subject to trust, estate and gift tax reporting include (but not limited to):
If you are unsure, contact Heather Judy CPA, LLC to set up a meeting to determine if you are exposed to trust, estate or gift tax reporting.
Take charge of your trust, estate and gift tax reporting.
Contact Heather Judy CPA, LLC.
Heather Judy, CPA graduated from the University of South Carolina in 1995 with a Bachelor of Science in Business Administration. At USC she was a member of Beta Alpha Psi, an international honor society for accounting, finance and information systems. She sat for the CPA exam in November 1997 and passed all four parts in her first attempt. Heather has worked in the private sector doing bookkeeping and financial statement reporting for eight years, beginning in high school, through college, then continuing on until becoming a Certified Public Accountant. She has been in public accounting since 1997.
Personalized tax and accounting services for individuals, small businesses, trusts, estates and gifting. Based in Lexington, SC and serving the surrounding Midlands area.
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