Estate and Trust CPA Firm - Sarasota, FL

Alla Johnson CPA LLC delivers quality accounting and tax services for trusts and estates. We provide fiduciary accounting services, money-saving tax strategies, and sound financial advice. For individuals who have been appointed as trustees and executors, our tax and accounting support enables them to fulfill their fiscal responsibilities for the trust or estate. When attorneys need a CPA firm to do the tax and accounting work, we operate behind the scenes as part of the estate planning process or as a key member of their estate and trust team to control tax liabilities, file tax returns, and prepare the fiduciary accountings.

We also use our expertise in tax planning to minimize taxes for high net worth individuals, small business owners, and successful families. We'll help you simplify your financial lives with proactive tax planning strategies and family office services, including personal bookkeeping, budgeting, and bill-paying.

Contact us now at 941-907-1100 to learn more or request a consultation online.

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