Our team assists executors and trustees in meeting their fiduciary responsibilities and tax filing requirements for Forms 1041, 706, and 709. With over 20 years of experience, we handle a wide range of trust, estate, and gift tax matters, including acting as trustee to ensure filings and distributions are completed accurately and on time.

Personal Financial Guardian®,  a comprehensive program focused on preserving and growing your wealth in alignment with your life goals, is a specialized service of Hayes Hart CPAs Wealth Management, Inc. The total wealth management solution integrates every aspect of your financial affairs into one cohesive strategy, delivered for a preset annual fee.

Tax planning minimizes your tax burden through the efficient timing of income and deductions, guided by a thorough analysis of your financial situation. Our approach ensures that all elements of your financial plan work together to reduce tax contributions and optimize outcomes. In addition to planning, our audit representation services help eliminate the uncertainty and potential cost of an expensive audit process.

We provide comprehensive personal office support to simplify your financial management. Our services include bill payment, payroll reporting for domestic employees, bank statement reconciliation, investment tracking, coordination of nursing payments, tax deduction tracking, and computer training. Each service is designed to help you stay organized and maintain clarity across your personal financial affairs.