Expert tax guidance for trusts and estates.
Protect your legacy. Minimize tax.
Solutions tailored to complex trust and estate needs.
We identify deductions and strategies to reduce tax.
Expert support for organized, accurate records.
Proudly serving Reno and Northern Nevada.
At Jay Wettig & Associates CPA PLLC, we understand the unique responsibilities of trustees and personal representatives. From tax preparation to compliance and planning, we provide comprehensive CPA services designed to protect the assets, honor the intent of your loved ones, and ensure full compliance with IRS regulations.
Our experienced team works closely with attorneys, financial advisors, and beneficiaries to provide proactive solutions that minimize tax liability and preserve wealth for future generations.
Our focus is simple:
Complete estate tax returns and documentation.
Income tax returns for all types of trusts.
Ensure compliance with IRS fiduciary responsibilities.
Tax-efficient distribution strategies for beneficiaries.
Minimize taxes on investment sales.
Comprehensive accounting and reporting services.
Clear communication and reporting for beneficiaries.
Navigate state tax rules across jurisdictions.
Strategies for charitable giving and tax benefits.
Fix past errors and stay compliant.
We learn about your trust or estate and your tax objectives.
We collect documents and review financial activities and prior returns.
We create a tax plan focused on compliance and tax efficiency.
We prepare accurate returns and file on time with the IRS.
We provide year-round support for trustees and beneficiaries.
“Jay and his team made a difficult time much easier. They handled everything with professionalism and compassion.”
— D. Larson, Reno
“Their trust tax expertise and attention to detail saved us money and brought us peace of mind.”
— M. Thompson
Reports can be prepared monthly, quarterly, annually, or on a custom schedule based on your business needs.
Yes. We support QuickBooks Online and Desktop, including setup, cleanup, training, reconciliation, and reporting.
Yes. We provide catch-up and cleanup accounting to bring incomplete or outdated records current.
We serve small businesses, retailers, contractors, professional firms, nonprofits, manufacturers, e-commerce companies, and more.
We use secure systems, controlled access, professional safeguards, and confidential handling procedures to protect financial information.
