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.
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.
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.
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.
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.
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.
Jennifer E. Kreml, CPA, APC
900 Pier View Way, Oceanside, CA 92054
Phone: (760) 754-9622
Fax: (760) 754-1798
