Tax Clarity for Complex Estates
At Bear Creek CPA, we work behind the scenes — and alongside your team — to streamline tax compliance and ensure every element of your client’s financial life fits together with intention.Who We Are
Bear Creek CPA is a boutique tax and advisory firm serving individuals, businesses, fiduciaries, and institutions with clarity, discretion, and continuity.
We work in tandem with attorneys, trustees, investment managers, and board members to support tax compliance and planning for trusts, estates, non-profits, private foundations, and closely held assets.
We’re not a vendor. We’re a partner — responsive, proactive, and attuned to the details that matter.
What Makes Us Different
Trust Centered Expertise
Deep experience in trust and estate taxation, charitable structures, and complex giving strategies.
Seamless Collaboration
We integrate with your legal, investment, or family office team to reduce friction, protect assets, and provide support.
Enduring Relationships
Many of our clients — and their advisors — have been with us for years. We earn that trust with thoughtful care and reliable results.
When to Bring Us In
- You’re administering a trust or private foundation
- You need seamless coordination between tax, legal, and wealth advisors
- You serve on a board or oversee fiduciary responsibilities
- You manage generational wealth and want continuity
- You want a CPA who protects client confidence — and complements your process
When to Bring Us In
- You’re administering a trust or private foundation
- You need seamless coordination between tax, legal, and wealth advisors
- You serve on a board or oversee fiduciary responsibilities
- You manage generational wealth and want continuity
- You want a CPA who protects client confidence — and complements your process
Let’s Start With a Conversation
Whether you’re representing a client or managing your own affairs, we’re here to help.