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Personal Estate Planning

Your Estate Planning Experts

Estate planning is something that few people truly understand. At Pierre Accounting, we know estate planning and the important role taxes can play in the preservation of an estate. This may not be beneficial to everyone, but it can be especially useful for those earning upwards of seven figures annually. For high net worth individuals, our personal estate planning services can prove invaluable.

What Our Estate Planning Involves

While our estate planning services can indeed be useful for an array of individuals, those best served are individuals earning more than $1M annually or those that have assets for sale that would produce a profit of $1M or more. We are not an estate attorney, however, some of our tax strategies have proven to be exceptionally helpful in preserving a client’s estate.

We also aid in estate planning by helping clients upgrade their trust (if applicable). We specialize in writing trusts for those who may benefit from such a service.

Why Choose Us For Personal Estate Planning

Specializing in tax and financial services has created a breadth of knowledge benefiting our clients in all aspects of finances and financial management. Included in that knowledge base is estate planning, and while that may not be a common offering amongst CPA services, we don’t aim for common, we aim for exceptional.

Uncommon Services

Few tax professionals and firms offer estate planning services to their clients. It’s a niche offering, but one we take seriously because it can significantly benefit our clients. And we have served many clients’ estate planning needs. Let us tend to yours.

Keep Your Money

Clients with a high net worth didn’t get there by accident. They likely spent years managing their money and finances, investing and planning. If you’re not at that point yet, we can help you get there; and if you are, we’ll make sure you stay there.

About Eric Pierre

Eric Pierre is a certified CPA with a long-established career in the tax and finance industry. His knowledge of and expertise in those areas is only eclipsed by his passion for people. He loves nothing more than to help both individuals and businesses not only save money on taxes, but also achieve their most ambitious business goals.

Our Firm
Meet Eric Pierre

Testimonials

Eric is a one-of-a-kind breed. He networks and gives referrals, so I termed the expression ‘social CPA.’ Everybody loves Eric… he’s a great guy. I also moved my accounting over to Eric – and I’m extremely knowledgeable, I run tax practices. He knows his stuff. I would highly advise you to start working with Eric.”

Bob Friedenthal
Owner | Edge Up Networks

We hired Eric Pierre to do a review of our current taxes, and he found mistakes and got us refunds that we were supposed to receive from 2014. So I just want to invite you to do the same. Don’t think that you have the perfect tax process. Just make sure that you make a review appointment with him and he can give you an opinion if he sees any problems.”

Fran Herrera
Owner | Sharp Cash Solutions, LLC

It’s really important to me that I trust someone who I’m going to give my business to. So when preparing for my taxes, my colleague recommended Eric Pierre. He’s exceeded my expectations. Eric actually goes out of his way to meet his clients, rather than the other way around.”

Adam Cato
Realtor | California Listing Services

“I originally met with Eric to help me with my taxes, and he actually helped me run my business a little bit better. He suggested a few things that I could improve. I was so satisfied with his work that I actually referred him to a couple of my clients, which in turn, actually gave me more business.”

Oneida Franco
President | Franco Blueprint, Inc.
Read The Reviews

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