Erickson & Associates CPA is your reliable partner for comprehensive accounting and financial services in Beaufort, SC

Administering an estate or trust comes with complex tax responsibilities and strict filing requirements. Our firm provides clear, accurate, and timely estate and trust tax preparation to help fiduciaries meet their obligations with confidence.

We prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings, while coordinating with attorneys, financial advisors, and executors to ensure consistency and compliance. Our goal is to minimize tax exposure, reduce administrative burden, and provide peace of mind throughout the process.

Let us help you put your financial affairs in order. Effective estate and gift planning eases the transfer of assets, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. For business owners, providing for business continuity and ownership succession is essential.