CPA Leads Co

Lead category

Estate, Trust & Gift Tax leads

Executors, trustees and families who need estate, trust or gift tax returns prepared.

Typical buyer

CPAs handling 706, 709 and 1041 returns.

Filters available

  • State / ZIP
  • Entity type
  • Revenue band
  • Employee count
  • Industry
  • Timeline
  • Has a current CPA

FAQ

Who submits these?+

Usually an executor, trustee or adult child managing a parent's estate.

Related lead types

Individual Tax Preparation (1040)Business Tax Preparation (1120/1120-S/1065)Bookkeeping & Monthly AccountingPayroll ServicesAI & R&D Tax Credits (Sec. 41 / software & AI development)Cost Segregation Studies

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