Our Services
Providing full and complete tax compliance and planning services for trusts, estates and philanthropy.
Full-Service Tax Support for Trusts, Estates, and Philanthropy
Bear Creek CPA provides complete tax compliance and planning services — with deep experience in the complexities of fiduciary responsibility, nonprofit governance, and high-net-worth families.
We are known for our ability to coordinate efficiently with attorneys, investment advisors, trustees, and board members — streamlining communication and safeguarding continuity across generations and institutions.
Trust & Estate Taxation
- Fiduciary income tax returns (Form 1041)
- Estate tax and gift tax filings (Forms 706 and 709)
- Estate administration support in coordination with legal teams
- Successor trustee guidance and year-end review
Charitable & Philanthropic Planning
- Tax structuring for complex giving strategies
- Donor-advised fund planning
- Private foundation consulting and compliance
- Coordination with legal and investment counsel
Private Foundations & Nonprofits
- Tax return preparation and advisory for nonprofit organizations
- IRS Forms and Schedule compliance
- Ongoing support for directors and board members
- Grant-making compliance and audit preparedness
Tax Preparation & Planning
- Individual, fiduciary, and business returns
- Multi-state tax support
- High-net-worth tax planning across family entities
- Coordination with legal and investment teams
When Precision Matters Most
Whether you are mid-way through estate administration or preparing a foundation’s next fiscal year, Bear Creek CPA offers steady, specialized support you can rely on.