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Trust & Estate
Tax Return Filing

Effective trust & estate tax preparation is essential in making important personal and financial decisions. At Michael Caticchio CPA, we have the expertise to help protect your assets, secure your business, and minimize tax liabilities - so you can be confident in the future.

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Trusts & Estate Filing

We’re here to help you navigate your unique tax situation and give you peace of mind as you handle the affairs of your estate or trust. At Michael Caticchio CPA, we coordinate with notaries and attorneys to help our clients file their trust and estate tax returns with confidence. 

Our Services Include:

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  • Transfer of assets to intended beneficiaries

  • Trust tax return preparation (T3 & TP-646)

  • Testamentary Trusts & Inter Vivos Trusts

  • Creation of Florida Land Trusts

  • Estates & will tax analysis

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