Certified Public Accountant
A Certified Public Accountant (CPA), also known as an accountant, is a licensed professional who provides financial and accounting services to individuals, businesses, and other organizations. They are trained in various areas of accounting, tax preparation, and financial analysis,
After a death, a CPA may be needed to help with a variety of financial and tax-related matters for the deceased, their Estate, and surviving Beneficiaries.
For example, they can help manage and distribute Assets according to a deceased person's Will, prepare an Estate Plan, help file necessary tax returns, and handle any outstanding tax issues.
Additionally, a CPA may be able to provide guidance and advice to beneficiaries on financial matters related to the death, such as managing inheritance, investing assets, or planning for future financial needs.
In some cases, a CPA may also need to help with Probate or other legal matters related to the deceased person's estate.