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Services

Edward F. Elordi, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Edward F. Elordi, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Income Tax Preparation

  • Individuals
  • Fiduciaries (Estates and Trusts)
  • Partnerships
  • Corporations
  • LLC’s
Request information about Income Tax Preparation below

Estate and Gift Tax

  • Preparation of Estate and Gift Tax Returns
  • Accounting
    • Formal court accountings
    • Beneficiary accountings
    • Set-up and maintenance of bookkeeping system
Request information about Estate and Gift Tax below

Trustee Services

  • Assist non-professional trustees with the trust administration process
Request information about Trustee Services below

Transaction Planning

  • Sale of property, tax-free exchanges, divorce…
Request information about Transaction Planning below

Tax Deferral Planning

  • Exchanges, retirement
Request information about Tax Deferral Planning below

Tax Reduction\Savings Planning

  • Timing of income/deduction recognition, investment selection, capital gains, AMT
Request information about Tax Reduction\Savings Planning below

Information Request for Services Listed Above