Trust, estate & fiduciary support in Redding
Clear records. Thoughtful tax planning. Support for the people carrying the responsibility.
Prep Tax Smart helps trustees, executors and their attorneys organize trust and estate finances, understand tax obligations and plan the next steps. Work with Kateryna “Kate” Dymedenko, CPA, CTC, and a Redding-based accounting team serving Shasta County and Northern California.
Trust and estate tax & accounting
Our CPA services can include trust and estate income tax returns, bookkeeping and account reconciliation, financial reporting, and tax planning around income and distributions. We begin by reviewing the documents, records and deadlines to agree on the services your situation needs.
Tax preparation and planning — Review filing requirements, estimated taxes and the tax effects of proposed distributions with your advisors.
Organized financial records — Reconcile accounts, track receipts and disbursements, and prepare clear accounting reports.
Coordination with your attorney — Provide financial and tax information to support the administration process and keep responsibilities clear.
Who we work with
Family and professional trustees, executors and personal representatives, estate planning and probate attorneys, and families organizing financial information after a death or change in responsibility. Our Redding office serves Shasta County and Northern California, with remote consultations available.
Frequently asked questions
Can you help while I am serving as trustee or executor?
Yes. We can discuss tax preparation, accounting and financial reporting support while you retain responsibility for your role. The engagement will define the work and the records we need.
Do you prepare wills or trust documents?
Your attorney handles legal documents and legal advice. We coordinate on the tax and accounting matters within our CPA engagement.
What should I bring to the first conversation?
Your role, the type of trust or estate, any approaching deadlines, prior tax returns and a summary of the available financial records. Please wait for secure document-sharing instructions before sending sensitive records.
Start with a conversation
Schedule a consultation with Kate to discuss your tax and accounting needs.
(530) 222-8996 · Redding, California
Looking ahead for your business or family? Explore our year-round tax planning services.