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We assist executors and trustees with estate tax returns, fiduciary income taxes and minimizing taxes.


We've developed effective methods for minimizing taxes for the trust or estate you manage.


We provide accounting and tax services to support the financial side of trusts and estates.


Tax planning techniques to reduce tax liabilities on estate and trusts for individual taxpayers.

Trust & Estate Planning

Successful estate planning involves much more than just having a will. Growing and preserving your wealth for future generations requires a comprehensive estate plan that controls tax liabilities and helps you meet financial goals. At James Castaldo CPA & Associates we provide complete estate planning services including money-saving tax strategies, estate tax returns, and asset protection to clients throughout Northern New Jersey.

When you turn to us for estate planning services, we'll sit down with you to learn all we can about your financial objectives. Then, we'll develop an estate plan that will maximize your wealth and allow it to be transferred to your beneficiaries in an orderly manner and with minimal tax consequences. We'll take care of everything you need to effectively implement your plan including coordinating with other advisors like your attorney or insurance agent.

We also show trustees and executors how to navigate their list of responsibilities through services like fiduciary accounting, estate and trust administration, and tax preparation and planning.

Ready to start planning for the financial future of your family? Contact Lake George CPA firm, James Castaldo CPA & Associates now at 631-302-1945 to learn more or request a complimentary consultation online.



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enhancer our offices


150 Motor Parkway

Hauppauge Corporate Center Suite 401

Hauppauge, NY 11788

Telephone: 631-824-0046

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Lake Grove

6 Forest Avenue

Lake Grove, NY 11755

Telephone: 631-302-1945

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68 South Service Rd

Melville, NY 11747

Telephone: 631-440-5447

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