Summerfield CPA
Trusts
Why pick this one
Summerfield CPA serves trusts and estates and is federally licensed and certified as an Enrolled Agent.
Best for
- Trust and estate tax preparation
- Year-round tax planning for trusts and estates
- Fiduciary tax situations
- Trust or estate tax issues involving an audit or tax debt
- Clients seeking tax services in Lewisville and surrounding Triad communities
Look elsewhere if
- Legal trust formation or trust-document drafting
- Clients seeking emergency or same-day tax assistance
Specialties
- Trust tax preparation
- Estate tax preparation
- Tax planning for trusts and estates
- Audit support
- Tax debt resolution
Certifications
- Federally licensed and certified Enrolled Agent
What makes them different
- Provides tax preparation, resolution, and planning services for individuals, small businesses, trusts, and estates
- Open year-round to the public
- Provides full pricing transparency before services begin
- Reviews each new client's recent tax returns before starting the engagement
- Serves clients in Lewisville, Clemmons, Winston-Salem, Mocksville, Yadkinville, and surrounding areas
- Serves
- Lewisville, Clemmons, Winston-Salem, Mocksville, Yadkinville
Distilled from this business's own website.
Contact & Location
- Address
- 6620 Shallowford Rd #400, Lewisville, NC 27023
- Phone
- +13369459878
- Website
- https://www.summerfieldtax.com/
- info@summerfieldtax.com
Services
- Personal tax preparation
- Business tax preparation
- Fiduciary tax services
- Tax planning
- Audit representation
- Tax debt resolution
- Small business accounting
- Small business consulting