Simone Brooks

CPA

Estate, trust & gift tax — 1041/706

Washington, DC·Remote OK· English· Replies within a day

Verified CPA Licensed · DC E&O insured

4.7

Rating

199

Reviews

20 yrs

Experience

$270

Per hour

About

1041s, 706s, GRATs, and family LLCs — I keep complex estates compliant and the family on the same page.

Principal CPA

Brooks Tax & Advisory

2015–Present

Senior Manager

Plante Moran

2009–2015

University of Illinois

B.S. Accountancy

CPA (DC)

Certified Financial Planner (CFP)

$270/hr

First 30-min consult is free.

Specialties

Estate & Trust1040

Replies within a day

English

Works with High-net-worth, Family offices