St. Louis Trust and Estate Planning Services

Expert Accounting and Tax Services for Trusts

The Tom Dunn CPA Firm has extensive experience with estate planning, wealth transfer, proper asset management, and trust planning services in St. Louis. 

You will work directly with one of our CPA partners to first understand your specific needs and objectives. We will then work closely with you to inform you of all options available, while providing you proper guidance at our regular weekly to monthly meetings to ensure your objectives are met.

We serve all individuals and families regardless of income or wealth, wealthy families, affluent investors and families looking to preserve wealth and wealth transfer through trust planning, estate planning, and structured inheritance.

At The Tom Dunn CPA Firm, we will be there to help proactively guide and manage all aspects of the complex tax laws and any accounting services you may need.

We help

  • Special Needs Trusts
  • Revocable Living Trusts
  • Irrevocable Living Trusts
  • Grantor Trusts
  • Third Party Disability Trusts
  • First Party Disability Trusts
  • Charitable Trusts
  • Simple Trusts
  • Complex Trusts

Many of our new clients come to us looking for advice and solutions for their current issues; we have over 260 combined years of expert experience solving complex accounting, business and tax issues.

Schedule a no cost personal consultation with one of our CPA partners today, so we can help you quickly get back on track.