Estate Planning & Trust CPA

Whether a loved one recently passed, or there is a long-standing Trust that needs tax filings, administration, or resolution, we're here to help.

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Estate Planning & Trust CPA

Don't let death be a taxable event

Without proper planning, the IRS can force you to liquidate valued assets to pay taxes after a loved one passes. Our CPAs will work with you to ensure that Uncle Sam doesn't cause additional heartache. Further, we'll work with you to make sure all of the tax filings are done correctly so that you have less to worry about during an already difficult time.

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Tax Services for Estate & Trust Planning

  • Estate Tax Planning
  • Basic Estate & Gifting Strategies
  • Charitable Planning
  • Incapacity Planning
  • Postmortem Estate Planning
Find a Dark Horse CPA
Lisa R.
Suzi Drennen is the most knowledgeable, conscientious, and responsive CPA I have ever known—which is why I’ve stayed with her for more than 10 years. She is honest, has always gotten back to me quickly even at the height of tax season, and has saved me thousands of dollars over the years. The icing on the cake is that Suzi’s easy to work with and on top of that, a great person! She and her firm are tops!
Net Promoter Score
87%

Net Promoter Score

The average NPS for accounting firms is 39%. At Dark Horse, 87% of our clients would recommend us to a friend.

Net Promoter Score

Companies use this metric to gauge how happy their customers are with their services. It's calculated by taking the percentage of "promoters" minus the % of "detractors." The average NPS score for the accounting industry is 39%, that is less than the DMV! We believe it's important to share that we have successfully fulfilled our promise to WOW clients and consistently monitor this metric to ensure we continue to deliver on the highest level.

5-Star Reviews
300+

5-Star Reviews

Our Google and Yelp reviews speak for themselves. Our goal is to provide 5-star service to every client, every time.

5-Star Reviews

When someone shares their experience with us online, we find it extremely valuable in order to know where we've exceeded expectations and where we can improve. Many of our clients decide to engage with us as a result of reading about other Dark Horse clients’ experiences.

Retention Rate
92%

Retention Rate

We're all about creating long-lasting, value-added relationships.

Retention Rate

This is the frequency of repeat business from our clients that work with us. This means that 9 out of 10 clients use us for subsequent years. That shows us that people enjoy working with our CPAs, are pleased with the work, and want to continue with Dark Horse over the long term.

Find Your Dark Horse CPA

When you work with Dark Horse, you're actually working with your very own Dark Horse CPA, instead of a rotating roster of staff like you get with the traditional CPA firm. Select a specialty below to get matched with the right CPA.

Locations

Because we're entirely cloud-based, we can work with you from anywhere. If you prefer to work with a local CPA, check out our quickly growing list of locations.

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Get a personable & experienced CPA who will partner with you to achieve unparalleled results.

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