Accounting & Tax Group logo

We keep your financial life in balance

NEW OFFICE LOCATION: 4624 State Route 43, Kent OH 44240

Estate and Trust Planning

Estate and Trust planning is very important for everyone so that your wealth does not get stuck in probate. When you have a will or trust you can rest easy knowing those you leave behind are taken care of just the way you mean them to be.

What is Estate and Trust Planning?

Making sure that you take the time to plan for what can happen is important. It will protect your assets and ensure they are passed down from generation to generation. A trust is an arrangement that allows a trustee or third party to have control of assets on behalf of the beneficiary. With a trust plan, you can state how and when you want those assets to past to the trustee.

Items we handle:

  • Estate tax returns
  • Fiduciary income tax returns
  • Gift tax returns
  • Fiduciary and probate accounting
  • Trust planning
  • Will and trust consulting

Office Hours

Monday – Thursday: 9am – 5pm

Closed Friday

Summer Hours:

Monday – Thursday: 9am – 4pm

Tax Season Hours:

Monday – Friday: 9am – 5pm

Evenings and Saturdays: by Appointment


OFFICE: 330-325-3441

FAX: 330-325-3403

Accounting & Tax Group logo


4624 State Route 43
Kent, OH 44240




Our experienced team of accountants, bookkeepers, payroll specialists, and marketing professionals have a deep understanding of the business climate and take pride in helping businesses and individuals thrive.

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