Best Estate Planning Firms in America — 2026 Rankings

Tax-efficient estate and trust planning, wealth transfer strategies, and fiduciary accounting.

Top Estate Planning Firms

  1. #1 — Arman Chowdhury, CPA, P.C. Score: 38/100

    Jamaica, NY — CPA Services Jamaica NYC

    Services: 5 Minute Small Business Tax REduction Playbook, Flexible Payroll Processing On Your Schedule, Quick Response To Changes And Requests, Workers' Compensation Audit Support, Multi Platform Processing (Gusto Paychex), Seamless Integration For Bookkeeping Clients, Bookkeeping Accounting, Tax Preparation Filing, Tax Strategy Reduction, Payroll Services, Business Formation, Audits Reviews, Estate Planning, Non Profits, Step 1: ‍ Schedule Your Consultation, Step 2: ‍ We Set Up Your Payroll System, Step 3: ‍ Ongoing Payroll Processing. View full profile →

  2. #2 — David R. Ramos Score: 38/100

    Lakeland, FL — Lakeland, FL Accounting Firm

    Services: In This Section, Contact Us, Our Team, Services Individuals Tax Tax Planning Consultation, Individual Tax Preparation, Wealth Management Personal Financial Planning, Estate Planning, Business Services Tax Business/nfp Tax Preparation, Tax Planning Consultation, Accounting Services Advisory/strategic Business Planning, Bookkeeping, Quickbooks Setup, Quickbooks Training, Audit, Internal Controls, Wealth Management Succession Planning, Guides Life Events, Business Strategies, Investment Strategies, Tax Strategies for Business Owners, Tax Strategies for Individuals, Frequently Asked Questions, Tax Center Track Your Refund, Tax Due Dates, Tax Rates, Irs Tax Forms and Publications, Record Retention Guide, State Tax Forms, Resources Financial Calculators, Recommended Books. View full profile →

  3. #3 — EGP Score: 36/100

    North Little Rock, AR — EGP PLLC - Accounting Firm: North Little Rock, Heber Springs and Bryant - Audits, Bookkeeping, Fraud, Forensic Accounting and Litigation Services

    Services: Client Advisory Services, Accounting 101 for Small Business eGuide, Audit and Assurance, Business Consulting, Estate Planning, Litigation Support, Personal Advisory, Taxation, ' + title + ', Services Accounting, Wealth Management, Industry Agricultural, Banking, Construction, Financial Planning, Health Care, Manufacturing, Non Profit, Community, Firm Executives, Wealth Mgmt Exec., Careers, News, Sharefile, Pay Your EGP Bill, Organizational Health Forecasting, Buy/Sell and Mergers/Acquisition Consulting, Business Set Up Definition: Assistance with a choice of identity, i.e. C Corp, S Corp, LLC, LLP; for achieving business goals and tax advantages., Accounting Systems Development and Implementation, Compilation Definition: Preparing financial statements of private entities based on information provided by the entity s management or owners.. View full profile →

  4. #4 — Richard B. Homes CPA Score: 36/100

    Charleston, SC — Charleston, SC CPA Firm

    Services: Our Values, Client Reviews, Services Services For Individuals Tax Planning, Tax Preparation, Estate Planning, Business Services Tax Preparation, Small Business Accounting, Payroll, Part Time CFO Services, Strategic Business Planning, New Business Formation, Tax Services Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, IRS Payment Plan, Bankruptcy, Innocent Spouse Relief, Get Your IRS File, QuickBooks Services Why Quickbooks, QuickBooks Setup, QuickBooks Training, QuickAnswers, QuickBooks Tips, QuickTuneup, Online Backup. View full profile →

  5. #5 — Cook CPA Group Score: 36/100

    Roseville, CA — Cook CPA Group - Top Rated California CPA Firm

    Services: Effective Tax Planning and Preparation Maximizes Profits, Independent Scrutiny, Consulting Services, Tax Services, Financial Statements, Schedule a Consultation, Select Individual or Business to Begin, Sacramento/Roseville Area, San Francisco/Bay Area, Services Bookkeeping and QuickBooks Services, Consulting Services Business Consulting, Business Planning, Estate Planning, Internal Controls, Outsourced CFO, Financial Statements Audits Peer Review Report, Tax Accountant Services Corporate Taxes, Individual Taxes, Tax Audits, Tax Preparation and Planning, Multi State Tax Compliance Services, How We Work Together, Industries Agricultural, Construction, Equestrian, Franchises, Livestock, Law Firms, Manufacturing, Non Profits. View full profile →

  6. #6 — T Philip Kierl Jr & Associates Score: 36/100

    Oklahoma City, OK — Oklahoma City, OK CPA / T. Philips Kierl Jr. & Associates, CPA's

    Services: Oklahoma City, OK CPA / T. Philips Kierl Jr. Associates, CPA's Firm Profile, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, QuickBooks Services Why Quickbooks, QuickBooks Setup, QuickBooks Training, QuickAnswers, QuickTuneup, QuickBooks Tips, Buy QuickBooks and Save, Payroll, Part Time CFO Services, Audits Reviews Compilations, Cash Flow Management, Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens. View full profile →

  7. #7 — Summers McCrary & Sparks PSC Score: 35/100

    Lexington, KY — Lexington, KY Accounting Firm

    Services: Phone, Email, Fax, {title}, Our Team, Our Values, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Bookkeeping Services, Payroll, Part Time CFO Services, Audits Reviews Compilations, New Business Formation, Non Profit Organizations, Internal Controls, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Tax Relief IRS Audit Representation, Back Taxes Owed, Payroll Tax Problems, Offer In Compromise, IRS Payment Plan, Services for QuickBooks Setup for QuickBooks, Training for QuickBooks, Answers to QuickBooks Questions. View full profile →

  8. #8 — Ramirez Robert V Score: 35/100

    Tucson, AZ — CPA Northwest Tucson

    Services: Employment Opportunities, Client Reviews, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Payroll, Cash Flow Management, Bank Financing, Strategic Business Planning, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, IRS Payment Plan, Offer In Compromise, Bankruptcy, Innocent Spouse Relief, Get Your IRS File. View full profile →

  9. #9 — Ray CPA Tax and Accounting Score: 35/100

    San Antonio, TX — CPA San Antonio

    Services: Recent News, Tax Calendar, Stay Connected, Quick Links, Contact Information, ',r.title,', Services, Our Values, Our Credentials, What Sets Us Apart, Employment Opportunities, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Payroll, Part Time CFO Services, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns. View full profile →

  10. #10 — Mark Sherman CPA Score: 35/100

    Las Vegas, NV — CPA in Las Vegas, NV

    Services: ACCOUNTING SERVICES, AUDIT PROTECTION PLAN, MULTI STATE TAX PREPARATION, TAX PREPARATION, TAX RETURNS, Skip to main content Hit enter to search or ESC to close Search Close Search facebook instagram yelp, 702 645 6318, Tax Services Accounting Services, Financial Consulting Planning Business Tax Consulting, Estate Planning, Investment Planning, Personal Tax Consulting, Retirement Planning, Client Reviews, Sharefile, Client Portal, Tax Services, Financial Consulting Planning. View full profile →

  11. #11 — Jackson, Doerksen and McPeters Score: 35/100

    Denver, CO — Accounting Firm Denver

    Services: ShareFile Portal, Web Organizer, (303) 322 8771, Pay Invoice, Our Team, Services, Tools, Tax Services, Tax Planning & Preparation, IRS Representation, Estate Trust Tax Preparation, Accounting Services, Reviews Compilations, Bookkeeping/Write Up, Financial Statements, Financial Forecasts & Projections, Cash Flow Budgeting Analysis, Business Succession Planning, Buying Selling a Business, Estate Planning, Financial Planning, Retirement Planning, Business Entity Selection, Quickbooks program training & support, Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, trusts & gift, Not For Profit organizations. View full profile →

  12. #12 — Paul C. Chen Accountancy Corporation Score: 35/100

    Fresno, CA — Paul C. Chen Accountancy Corporation

    Services: Agreed Upon Procedures, Audit, Bookkeeping / Write Up, Business Entity Selection, Buying and Selling a Business, Compilations, Estate Planning, Estate Trust Tax Preparation, Financial Planning, Tax Planning Preparation, IRS Representation, Payroll Services, QuickBooks Service, Our Team, Services, Resources, Portal, Facebook. View full profile →

  13. #13 — Yo & Co., CPA Score: 35/100

    Temple Terrace, FL — Tampa, FL CPA Firm

    Services: In This Section:, Quick Links, Contact Us, {title}, Employment Opportunities, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Virtual CPA Services, Bookkeeping Services, Payroll, Part Time CFO Services, Audits Reviews Compilations, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Litigation Support, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems. View full profile →

  14. #14 — DP&C Accounting Score: 34/100

    Tacoma, WA — Sound Success Begins Here

    Services: Make A Payment, Careers, Services, Industries, News Resources, Compilations, Review and Audit, Tax Planning and Compliance, Succession and Business Planning, Estate Planning, Accounting Business Consulting (ABC), Controller Outsourcing Search Services, State and Local Tax, Internal Control Assessments, Services Overview, Compilations, Review, and Audit, Tax Planning Compliance, Instagram This field is for validation purposes and should be left unchanged., Name *, Email *, Question *, This field is hidden when viewing the form sharpspring Base Uri, This field is hidden when viewing the form sharpspring Endpoint. View full profile →

  15. #15 — Wouch Maloney CPAs & Business Advisors Score: 34/100

    Philadelphia, PA — Full Service Accounting Services & Business Advisory Firm

    Services: Get In Touch, Why Wouch Maloney, Certifications Affiliations, Industries We Serve, Contact Us, Headquarters, Philadelphia Office, Florida Office, Services, Industries, Accounting Services | Wouch, Maloney Co., LLP Sharefile, Make A Payment, Careers, Leadership, Services Accounting, Audit Assurance Services, Business Advisory, Business Succession Planning, Business Valuation, Estate Planning, Forensic Accounting Litigation Support, International Services, Tax Services, Industries Construction, Real Estate, Manufacturing, Professional Service Firms, Wholesale, Athletes Entertainers, News. View full profile →

  16. #16 — Kerber Eck & Braeckel LLP Score: 34/100

    St. Louis, MO — People-First Midwest CPA Firm

    Services: Here to help clients grow, manage, and protect what matters most., We’re a people First team and we’d love to get to know you. Connect with your local KEB office today., Offices, Skip to content Toggle Navigation Client Access, Pay Online, People, Culture, Services Audit, Assurance Accounting Audit, Assurance, Accounting, Tax Services Employee Benefit Plan Administration, Business Valuation, Business Advisory, Tax Planning, Tax Preparation, Estate Planning, Management Consulting Religious Organizations, Wealth Management Financial Planning, Investment Management, Retirement Planning, Industries Agribusiness, Associations, Charitable Not For Profit Organizations, Closely Held Business, Construction, Dealerships, Employee Benefits Plans, Estates Trusts, Financial Institutions, Gaming. View full profile →

  17. #17 — Kelly Tate CPA Score: 33/100

    Las Vegas, NV — Las Vegas, NV CPA Firm

    Services: & Affiliations, Phone, Email, Fax, {title}, Our Values, Meet Our Team, Employment Opportunities, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Payroll, Part Time CFO Services, Audits Reviews Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, EB 5 Fund Management, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed. View full profile →

  18. #18 — Wealth Enhancement Group Score: 33/100

    Charlotte, NC — Wealth Enhancement | Named one of the top RIA Firms by Barron’s for Wealth Management Services

    Services: David Carlson, Jordan Vitek, Anna Gauer, Christopher Price, Andrew Brienen, Chris Ponteri, Jessica Phillips, Kayla Johnson, Lauren Corday, Samanta Lopez, Ashley Welch, Lisa Garcia, Joshua Remmick, Understanding Qualified Domestic Trusts (QDOT): A Comprehensive Guide, How Credit Shelter Trusts Can Be Added to Your Estate Plan, Tax Advantages of Different Types of Trusts, Trust Services | Wealth Enhancement Skip to main content Call Us, Locations, Log in, Services Individuals Comprehensive Wealth Management Tax Strategies, Investment Management, Risk Management Insurance, Estate Planning, Retirement Income Planning, Financial Planning, Annuities, Tax Preparation, Trust Services, Private Client, Special Needs Planning. View full profile →

  19. #19 — Wealth Enhancement Group Score: 33/100

    Tacoma, WA — Financial Advisors in Tacoma, WA

    Services: David Carlson, Jordan Vitek, Anna Gauer, Christopher Price, Andrew Brienen, Chris Ponteri, Jessica Phillips, Kayla Johnson, Lauren Corday, Samanta Lopez, Ashley Welch, Lisa Garcia, Joshua Remmick, Understanding Qualified Domestic Trusts (QDOT): A Comprehensive Guide, How Credit Shelter Trusts Can Be Added to Your Estate Plan, Tax Advantages of Different Types of Trusts, Trust Services | Wealth Enhancement Skip to main content Call Us, Locations, Log In, Services Individuals Comprehensive Wealth Management Tax Strategies, Investment Management, Risk Management Insurance, Estate Planning, Retirement Income Planning, Financial Planning, Annuities, Tax Preparation, Trust Services, Private Client, Special Needs Planning. View full profile →

  20. #20 — Wealth Enhancement Group Score: 33/100

    Albuquerque, NM — Financial Advisors in Albuquerque, NM.

    Services: David Carlson, Jordan Vitek, Anna Gauer, Christopher Price, Andrew Brienen, Chris Ponteri, Jessica Phillips, Kayla Johnson, Lauren Corday, Samanta Lopez, Ashley Welch, Lisa Garcia, Joshua Remmick, Understanding Qualified Domestic Trusts (QDOT): A Comprehensive Guide, How Credit Shelter Trusts Can Be Added to Your Estate Plan, Tax Advantages of Different Types of Trusts, Trust Services | Wealth Enhancement Skip to main content Call Us, Locations, Log in, Services Individuals Comprehensive Wealth Management Tax Strategies, Investment Management, Risk Management Insurance, Estate Planning, Retirement Income Planning, Financial Planning, Annuities, Tax Preparation, Trust Services, Private Client, Special Needs Planning. View full profile →

How We Rank CPAs & Accounting Firms

The Directory information score is a 0–100 summary of captured profile and public review information. Fixed point limits apply to public ratings, review volume, web presence, profile completeness, listed credentials, press mentions, and reported experience. Missing information contributes no points. A low score may reflect missing data; the score does not measure service quality or guarantee suitability. Read our full methodology →

Frequently asked questions

Who is the best estate planning firm in America?
Arman Chowdhury, CPA, P.C. is currently the #1 ranked estate planning firm nationwide based on our Directory information score. See the full ranked list above.
What is Estate Planning?
Tax-efficient estate and trust planning, wealth transfer strategies, and fiduciary accounting.
How are estate planning firms ranked?
The Directory information score is a 0–100 summary of captured profile and public review information. Fixed point limits apply to public ratings, review volume, web presence, profile completeness, listed credentials, press mentions, and reported experience. Missing information contributes no points. A low score may reflect missing data; the score does not measure service quality or guarantee suitability. There is no paid placement.