Innovative Tax & Accounting Group, Inc.

Stacey Z handled the tax work for my parents’ estates as well as my father’s two trusts after they both passed. My brother and I were first-time executors and had no experience with the process, especially when it came to the federal and state income tax requirements.

My father passed in June 2023 and had established two trusts to care for my mother, who then passed in October 2024. As part of wrapping everything up, Stacey prepared and filed the necessary federal and state income tax returns, including the Form 1041s required to terminate both trusts. This was far more complex than we anticipated, and we would not have been able to navigate it on our own.

Stacey… read full review

We were fortunate to be able to have Pete Badas work on our taxes. He was outstanding and helped me understand what information to get and was very helpful throughout the whole process. We can’t recommend him enough! Thank you Pete!