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 — Reed and Reed Score: 100%

    Mobile, AL — Mobile, AL CPA / Reed & Reed, PC

    Services: Quick Links, Contact Us, Services Services For Individuals Personal Financial Planning, Estate Planning, Business Services New Business Formation, Small Business Accounting, QuickBooks Services Why Quickbooks, QuickBooks Setup, QuickBooks Training, QuickAnswers, QuickBooks Tips, QuickTuneup, Buy QuickBooks and Save, Payroll, Part Time CFO Services, Compilations, Cash Flow Management, Bank Financing, Non Profit Organizations, Tax Services Free Tax Organizer, 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. View full profile →

  2. #2 — DP&C Accounting Score: 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 →

  3. #3 — Damore Hamric and Schneider Score: 100%

    Sacramento, CA — Damore, Hamric & Schneider, Inc.

    Services: Accounting Services, Audit Services, Estate Planning, Tax Services, Tax Planning Preparation, Miscellaneous, Industries, Client Services, Info Center, Financial Tools, Links, Careers, Request An Appointment, General ledger financial statement preparation, Bookkeeping (Monthly/Quarterly/Annual), Accounting system setup for new businesses, Computerized payroll services, Payroll tax return preparation and year end reporting, Business tax return preparation (Sales Use/Business Property), Personal financial statements, Financial analysis, Changes in federal and state payroll tax deductions, Changes in payroll tax deposit rules, Changes in sales tax rates and reporting requirements, Not For Profit and governmental organizations, Associations, Small and medium Sized businesses, Tax return preparation, Estate tax planning, Tax planning for individuals and businesses. View full profile →

  4. #4 — Casillas Accountancy Group Score: 100%

    Riverside, CA — Casillas Accountancy Group – CPA for Inland Empire and Orange County

    Services: Tax Services, Estate Planning, IRS Audit Representation, Financial Statement Representation, Business Planning Services, Miscellaneous Services, Our Team, Our Services. View full profile →

  5. #5 — Muslow+Agnew CPAs Score: 100%

    Dallas, TX — Shreveport, LA Accounting Firm

    Services: In This Section:, Quick Links, Contact Us, {title}, Our Values, Employment Opportunities, Client Reviews, Services Services For Individuals Personal Financial Planning, Retirement 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, Litigation Support, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed. View full profile →

  6. #6 — Kerber Eck & Braeckel LLP Score: 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 →

  7. #7 — Griffin Accounting Score: 99%

    North Fort Myers, FL — Griffin Accounting Inc | Ft. Myers, FL

    Services: Services Services for Individuals Personal Financial Planning, Estate Planning, Elder Care, Tax Services Tax Preparation, Tax Planning, Today's News and Weather, Tax Center Track Your Refund, Tax Due Dates, Tax Rates, Irs Tax Forms and Publications, Record Retention Guide, State Tax Forms, 1040 Tax Calculator, Marginal and Effective Tax Rates Calculator, Resources Financial Calculators, Client Portal, Securesend, Recommended Books, Internet Links, News and Weather. View full profile →

  8. #8 — EGP Score: 98%

    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 →

  9. #9 — Clumeck Stern Schenkelberg & Getzoff Score: 94%

    Encino, CA — Clumeck Stern Schenkelberg & Getzoff is an trusted accounting firm proudly serving Encino, CA and the surrounding region. Located at 17404 Ventura Blvd. Reach them at +18189062230. Visit their website for more details on services and portfolio.

    Services: Request a Consultation, Client Portal, Stay Connected, Our Firm Our Partners, Our Team, Client Reviews, Services Services For Individuals Personal Financial Planning, High Net Worth, Retirement Planning, Estate Planning, Elder Care, Wealth Management, Business Services Small Business Accounting, Bookkeeping Services, Payroll, Part Time CFO Services, Audits Reviews Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Financial Planning for Businesses, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Litigation Support, Tax Services Individual Tax Preparation, Tax Preparation for Businesses. View full profile →

  10. #10 — Lasker Kim & Co LLP Score: 94%

    Los Angeles, CA — Lasker Kim & Co LLP brings professional accounting expertise to the Los Angeles, CA community. Located at 16530 Ventura Blvd. Reach them at +13108429000. Visit their website for more details on services and portfolio.

    Services: Client Reviews, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Business Services Audits Reviews Compilations, Succession Planning, New Business Formation, Non Profit Organizations, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Tax Relief IRS Audit Representation, Industries Healthcare, Law Firms, Manufacturers, Real Estate, Tax Center Track Your Refund, Tax Due Dates, Tax Rates, IRS Tax Forms and Publications, Record Retention Guide, State Tax Forms, Guides Life Events, Business Strategies, Investment Strategies, Tax Strategies for Business Owners, Tax Strategies for Individuals, Frequently Asked Questions, Financial Calculators. View full profile →

  11. #11 — Richard B. Homes CPA Score: 94%

    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 →

  12. #12 — Cook CPA Group Score: 94%

    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 →

  13. #13 — Ramirez Robert V Score: 94%

    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 →

  14. #14 — Mark Sherman CPA Score: 94%

    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 →

  15. #15 — Jackson, Doerksen and McPeters Score: 94%

    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 →

  16. #16 — David R. Ramos Score: 94%

    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 →

  17. #17 — Summers McCrary & Sparks PSC Score: 94%

    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 →

  18. #18 — Kelly Tate CPA Score: 94%

    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 →

  19. #19 — Ray CPA Tax and Accounting Score: 94%

    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 →

  20. #20 — Paul C. Chen Accountancy Corporation Score: 94%

    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 →

How We Rank CPAs & Accounting Firms

Our Guide Score percentage combines Google rating (35%), review volume (20%), web and portfolio presence (20%), profile completeness (15%), professional credentials like CPA/EA/CMA (5%), press recognition (3%), and years of experience (2%), then normalizes across captured positive categories. Read our full methodology →

Frequently asked questions

Who is the best estate planning firm in America?
Reed and Reed is currently the #1 ranked estate planning firm nationwide based on our Guide 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?
Our Guide Score (0–100) combines Google rating (35%), review volume (20%), web and portfolio presence (20%), profile completeness (15%), professional credentials like CPA/EA/CMA (5%), press recognition (3%), and years of experience (2%). There is no paid placement.