- (239) 939-2233
- Mon - Fri: 8:00AM - 5:30PM
- 1470 Royal Palm Square Blvd., Fort Myers, FL 33919
Tax planning for Fort Myers families in ZIP code 33919. Our licensed CPAs work with your estate attorney to cut the tax your heirs pay and keep more of your wealth in the family. We also serve 33901, 33907, 33908, 33912, 33913 and 33966, plus Iona, San Carlos Park and Whiskey Creek.
A will or trust says who gets what. It doesn’t show how much tax your family could owe along the way. Your estate attorney handles the legal side. Hughes Snell & Co, PA plans the tax side with you and your attorney, so the two fit together.
We’re a 33919 CPA firm that has served Fort Myers families since 1974. Our office on Royal Palm Square Boulevard is minutes from Whiskey Creek and Cypress Lake. You’ll work with one steady advisor, not a seasonal preparer. Don’t have an estate attorney yet? We can recommend one.
50+
Tax seasons since 1974
From a will review to a trust that spans generations, every plan gets close care. A licensed CPA handles each one.
We check your estate against the $15 million federal limit. Then we use gifts, trusts, and portability to cut the 40% estate tax.
We help plan living and irrevocable trusts. Then we prepare the yearly Form 1041 and send every beneficiary a Schedule K-1.
We time RMDs, Roth conversions, and qualified charitable distributions. That keeps IRA withdrawals in a lower bracket.
Give up to $19,000 per person each year tax-free. For larger gifts, we prepare Form 709 and track your lifetime total.
After a loss, we file the final 1040 and estate returns. Form 706 locks in a spouse's unused exemption.
Most heirs must empty an inherited IRA within 10 years. We plan withdrawals and use step-up in basis to cut taxes.
Tell us what's going on and we'll map out your options in one call.
We learn about your family, assets, goals, and any will or trust you already have.
Send statements, deeds, IRA records, and trust papers through our portal or drop them off.
A CPA runs the numbers on each option and shows what your heirs could owe under current law.
We share the plan with your estate attorney and check in each year as laws change.
Your lawyer drafts the will, trust, and power of attorney papers, then handles probate in Lee County. A CPA covers the tax side. We run the numbers on each choice, file Forms 706, 709, and 1041, and plan RMDs and basis step-ups. You need both, and we team up with yours.
Maybe you just retired, moved to Florida, or want to leave your home to the kids. We build a simple plan that keeps taxes low, avoids surprises, and protects what you worked for.
Named as a trustee or personal representative? It's a big job with strict deadlines and legal risk. We handle fiduciary returns, K-1s, and IRS due dates. You get to settle the estate with confidence.
Book a free consultation and we’ll review your last return, flag missed deductions, and map out a plan for this year.
Don’t see your question? Call our office and we’ll point you in the right direction.
No. Florida doesn’t tax estates or inheritances at the state level. Only the federal one applies, and it starts above $15 million per person. Heirs may still owe income tax on a traditional IRA.
Often, yes. Most families won’t owe the federal estate tax. Still, heirs can face income bills on IRAs and sold assets. A CPA helps you keep the step-up in basis and time withdrawals.
Cost depends on your plan. A simple will and IRA review costs less than a multi-trust plan. Your first consultation is free, and we quote a flat fee before we start any work.
Estates and most non-grantor trusts file Form 1041 in any year with $600 or more of gross income. A large estate may also need Form 706. Gifts over the yearly limit are reported on Form 709.
Most people start RMDs at age 73, or 75 if born in 1960 or later. Most non-spouse heirs must empty an inherited IRA within 10 years. We time withdrawals so your kids keep more.
When a spouse dies, Form 706 can pass their unused exemption to the survivor. You must file it even if no tax is due. Skip it, and that unused amount is lost.
We look at your will, trusts, accounts, and beneficiary forms, then explain your options in plain language. There’s no pressure and no cost to find out where you stand.
