Why Partner with Pungello CPA?
Attorneys across New Jersey trust our experienced team to handle the intricate financial reporting and compliance requirements that come with administering estates. Here’s why:
✅ Save Time: We handle every aspect of fiduciary accounting and inheritance tax return preparation — from data gathering to final submission. Our work allows your legal team to stay focused on client strategy and high-value casework.
✅ Reduce Risk: New Jersey has strict rules when it comes to Inheritance Tax filings. Our CPAs know the statutes inside and out and ensure that filings are accurate, timely, and fully compliant — protecting your firm and your clients from costly mistakes.
✅ Enhance Client Experience: Whether behind the scenes or client-facing, our team ensures professional, transparent communication. We make complex financial information easy to understand, helping your clients feel confident and cared for throughout the estate process.
✅ Flexible, Custom Support: Need full estate accounting services? Just the tax return? A one-off project or recurring support? We tailor our services to fit your workflow, and we’re known for our fast response times and precision.
Specialized Estate Accounting Services for NJ Law Firms
Our estate accounting team provides comprehensive support, including:
- Formal and informal fiduciary accountings
- NJ Inheritance Tax Return (Form IT-R & IT-NR) preparation
- Asset valuation, categorization, and distribution support
- Bank account and investment reconciliation
- Support during audits or inquiries by the NJ Division of Taxation
- Coordination with executors, beneficiaries, and fiduciaries
Whether you’re working with high-net-worth estates, complex blended families, or estates with difficult-to-value assets, we bring clarity and structure to your accounting process.
A Trusted Back-Office Partner for Law Firms
At Pungello CPA, we act as your behind-the-scenes partner or co-branded service provider — whichever your practice prefers. Our goal is to integrate seamlessly into your process and deliver value that reflects well on your firm. Testimonial “As a probate attorney, I’ve worked with several CPA firms, but none match the responsiveness and accuracy of Pungello CPA. They’ve become my go-to for estate accounting and inheritance tax matters — their support lets me focus on my clients, not spreadsheets.” — K.M., Estate Planning Attorney, Monmouth County, NJ
Let’s Talk About Your Next Estate Case
Your estate administration practice doesn’t need more paperwork — it needs a reliable accounting partner that understands New Jersey inheritance law and acts with professionalism, discretion, and care. Whether you’re managing a single estate or hundreds each year, Pungello CPA is here to support your legal team and your clients. �� Call us today at (848) 222-2520 �� Email: info@pungellocpa.com �� www.pungellocpa.com Pungello CPA — Trusted by attorneys. Proven with numbers.
