estate, trusts, gift taxes

Estates & Trusts

Mapping out a sustainable future.

You work hard your whole life to build your wealth — we will work just as hard to make sure your assets are preserved and transferred clearly and correctly after death. Whether it’s setting up trusts for your family, transitioning your family business, or leaving a financial gift to your favorite charitable organization, Riella & Lepak, PC assist with the creation of estate plans that comply with your wishes and meet all tax requirements.

Estates, Trusts and Gift Tax services

  • Work with your lawyer and financial advisor to coordinate estate planning
  • Preparation of federal and state returns for Estates and Trusts
  • Preparation of federal and state returns for gifts
  • Assist with Probate matters
  • Representation before the IRS & State taxing authorities
What people say

Five stars!

I am an accounting professional and I trust and rely on Riella & Lepak, PC for all my tax services and advice. They have been my  CPA firm for many years. Riella & Lepak, PC is my “go to” firm. Five stars! -B. W.,… Continue »

Each client is treated with respect

Riella & Lepak, Certified Public Accountants, have worked with me on taxes and related accounting issues for 9 years. Ellen Lepak handles my account but everyone in the office is part of the process. It is obvious that each client… Continue »