Estate and Trust Planning and Administration

Ensuring Your Financial Affairs are in Order

One of the most important decisions a business owner will make is how to ensure business continuity and succession of ownership in case of unforeseen circumstances. Being named as a personal representative or successor trustee for a friend or loved one is a responsibility not to be taken lightly. Our trained staff is very knowledgeable about the unique characteristics of both estates and trusts, and can assist you in proper planning and administration. In fact, F. Gordon Spoor, CPA, was instrumental in the drafting of Florida's Revised Uniform Principal and Income Act—the guideline to be followed in the preparation of accountings for estates and trusts. Our experts will ensure that you are complying with applicable accounting and tax laws—allowing you to rest more easily, knowing that your financial affairs are in order.

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks and Peachtree)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040

Website & Portal Usage Policy >>
Data Security Fact Sheet >>



St. Petersburg - Phone: 727.343.7166 • Fax: 727.345.3116
Clearwater - Phone: 727.441.6829 • Fax: 727.442.4391
The Villages - Phone: 352.205.8530 • Fax: 800.585.6605