Estates and Trusts

Secure the Future of Your Estate

When it comes to the financial future you've established for your business or family, you can trust The Loiacono Firm CPAs, P.C. with our over 30 years of experience in helping you plan your estate or business succession plan. We strive to meet the needs of all of our clients and tailor our services to your unique needs.

Estate Tax Services

Our experts will help you plan your estate to help minimize state and federal estate taxes, as well as file your fiduciary, estate, and trust tax returns. Make sure your assets are protected for your family's future.

Store Your Important Tax Documents

You can upload the tax documentation for you and your estate through our safe and secure portal service. Our clients typically save several years of tax returns

and documentation for easy retrieval to help plan their financial future.

Let us help you plan for

the future today.

Rome: 315-356-1150

Camden: 315-245-2300

Our business was founded in 1985. Let us help you with your tax planning today.