Jennifer E. Kreml CPA, APC - San Diego Trust and Probate Taxation

Protecting your assets.

About Us

Jennifer E. Kreml, CPA, APC is based in Oceanside, California (just north of San Diego). Our primary focus is taxation, with an emphasis in trust and probate matters including fiduciary accounting. We also offer individual tax preparation, tax planning/consulting services, and preparation of Estate Form 706.

Our firm, which opened in 2012, combines over 50 years of industry knowledge, and we offer experience and knowledge in many facets of taxation. We are consistently recognized for our ability to navigate the most complex individual or trust/probate scenarios. Our clients – comprised of Estate and Trust attorneys, professional fiduciaries, and individuals – appreciate our professionalism, our perfectionism, and our dedication to our craft.

Protecting your family.

Our Services

Trust and Probate Taxation

We specialize in assisting Trustees, Administrators, Attorneys and Professional Fiduciaries in all the financial and taxation aspects of trusts and probates, from the beginning of each case through its completion.

Fiduciary Accounting

We expertly prepare fiduciary accountings, which list all transactions during a fiduciary period. A fiduciary accounting is commonly required during a probate administration and may also be requested by beneficiaries during a trust administration.

Estate Form 706

Whether a Form 706 is required for an Estate that exceeds the federal exclusion, or a filing is needed to ensure the portability of a decedent’s unused exclusion, we can satisfy both requirements.

Personal Income Tax Returns

A large portion of our practice is the preparation of Federal and State income taxes for individuals. We provide the same excellent service and attention to detail to all of our clients, large or small, and are able to prepare income taxes for any State needed.

Tax Planning and Consulting

Are you contemplating buying a rental property? Considering gifting some money to your grandchildren for college? Received a big raise? Now is the time to call us, so we can help you with the tax planning needed for big decisions or big changes.

Protecting your legacy.

What Our Clients Are Saying

Following retirement, my wife and I moved from Palos Verdes to North San Diego. The business of moving, including updating Trusts, family accountings and property advice, was disconcerting. We chose Jennifer Kreml after interviewing several options. Jennifer has managed our taxes ever since and has even taken over accounting for our Charitable Remainder UniTrust, all done well with timely communication, one-on-one interviews, and working with our financial planners. My wife and I highly recommend Jennifer!

Dr. William & Rebecca Marks

Rebecca & William M.
Jennifer Kreml is a stellar CPA. I am an estate planning attorney who relies on CPAs during trust administration to make sure trustees can ably comply with their accounting and tax reporting duties. I refer my clients to Jennifer to perform much of that work. The quality of the work she does on behalf of my referrals makes me a better attorney.

Kurt Weiser, Esquire, Greenman, Klein, Lacy, Hinds, Weiser and Heffron, GP

0
I think the highest accolade occurs when other professionals refer their clients to you, as I have done with Jennifer on many occasions, always with complete satisfaction.

Kenneth G. Coveney, Esquire, Dostart, Hannick and Coveney LLP

0
I absolutely love working with Jennifer. Her professionalism and expertise are beyond compare. She is always available to answer questions or to discuss concerns. A big plus in working with her is her wonderful sense of humor. Even in the worst situations, she gets to the bottom of the issues and gets them resolved quickly, using her sunny disposition along the way to lighten the stress.

Julie Lubitz, Professional Private Fiduciary, NCG, CLPF

0