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Trust and Estate CPA Serving Nassau County, New York

If you're managing an estate or trust in Nassau County — or going through a divorce and need financial clarity before you settle — you've found the right place. I'm Kevin Ellis, a CPA based on Long Island with deep specialization in trust and estate accounting and divorce financial analysis. I work directly with executors, trustees, beneficiaries, and divorcing individuals across Garden City, Mineola, Great Neck, Manhasset, Hempstead, and the surrounding communities. No junior staff. No handoffs. Just me.

Nassau County Trust and Estate Accounting, Done Right for Surrogate's Court

When an estate requires a formal fiduciary accounting — whether for Surrogate's Court, a beneficiary dispute, or the close of estate administration — the standard matters. I prepare fiduciary accountings consistent with New York EPTL requirements and Surrogate's Court expectations, including Nassau County probate proceedings. If your matter is headed to the Nassau County Surrogate's Court, I know what that accounting needs to look like.

 

Beyond fiduciary accounting, I handle the full trust and estate tax picture: trust income tax returns(Form 1041 with the required New York IT-205 companion filing), and New York estate tax returns(Form ET-706) for estates subject to state tax. Most CPAs handle one piece of this and refer out the rest. I handle all of it.

We believe financial planning should feel understandable, collaborative, and steady.

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We believe financial planning should feel understandable, collaborative, and steady.

This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design by using different colors, fonts, font sizes and bullets. Just highlight the words you want to design and choose from the various options in the text editing bar.

Divorce Financial Analysis for Nassau County Residents

Divorce is one of the most financially consequential events in a person's life, and most people navigate it without a clear picture of the tax and financial implications before they sign anything. Your attorney handles the legal strategy — but attorneys are careful to disclaim tax advice, and for good reason. That's where I come in.

 

I provide comprehensive divorce financial analysis for Nassau County residents, including asset division analysis, spousal maintenance analysis, child support tax implications, and forward-looking divorce tax planning. I can also serve as an expert witness in divorce proceedings involving asset division or maintenance disputes. If you want to understand the real after-tax value of what you're agreeing to before the settlement is final, let's talk.

Helpful answers for people preparing for what’s next.

Helpful answers for people preparing for what’s next.

frequently asked questions

Helpful answers for people preparing for what’s next.

  • Do you prepare fiduciary accountings for Nassau County Surrogate's Court proceedings?

    Yes. I prepare fiduciary accountings consistent with New York EPTL requirements and Surrogate's Court expectations. Nassau County probate proceedings are a regular part of my practice, and I know what those accountings need to include to hold up in court.

  • Can you handle both the estate tax return and the fiduciary accounting for the same estate?

    Yes — and that's actually one of the advantages of working with me. I handle the full trust and estate accounting picture: the fiduciary accounting, the trust income tax return (Form 1041 with NY IT-205), and the New York estate tax return (Form ET-706) when applicable. You don't have to coordinate between multiple professionals.

  • I was referred by my attorney in Mineola. How do I get started?

    Schedule a consultation through my website and mention your attorney's name. If I've worked with their office before, we can pick up with some shared context already in place. If not, a short conversation is usually all it takes to get oriented and figure out next steps.

  • Do you work with Nassau County clients remotely, or does everything need to be in person?

    Almost everything can be handled remotely — phone, video, and secure document sharing. Most of my Nassau County clients never come into an office. For work tied to New York filings and Surrogate's Court proceedings, the geographic connection matters; for general trust and estate tax work, location is largely irrelevant.

  • Can you help with divorce financial analysis if my divorce is being handled by a Nassau County family law attorney?

    Yes. I work alongside family law attorneys as a financial and tax specialist, not as a replacement for legal counsel. If your attorney is based in Nassau County and has referred you, or if you've found me independently, I can provide asset division analysis, spousal maintenance analysis, and divorce tax planning to help you understand the full financial picture before any settlement is signed.