Our team

Our close-knit team of expert accountants has the strength and flexibility to be by your side every step of the way.

More About Us
Sean L. McQuarrie, CPA

Managing Partner

Anna Hatley

Staff Accountant

Riley Norton

Staff Accountant

Our Services
Tax Return Preparation
Estate and Trust Reporting
Comprehensive Tax Planning

Why Choose Navigate CPAs?

Estate and trust taxation is highly complex and ever-changing. Don’t chart the course alone.

Specific Expertise

While some accountants may dangerously dabble, estate and trust taxation is our bread and butter.

Compassionate Guidance

We provide personalized support and clear explanations during a challenging time.

Frequently Asked Questions

01
What types of tax returns do you prepare?
03
I’m planning to sell some inherited real estate. Do I need to worry about capital gains?
02
I haven’t filed tax returns in years. Can you help me dig out of this hole?
04
My advisor said that making gifts can help reduce estate tax. Will I need to file a gift tax return?

Need help navigating estate and trust taxes?

Filing obligations can be confusing and overwhelming. Contact us now for a confidential consultation and let us help you chart a path forward.

Schedule a Consultation

Our Skills

We use the latest technology and software to ensure accurate record-keeping

1

Trust Administration & Accounting

Ability to manage trust assets, make distributions, and handle beneficiary

2

Compassionate Communication

Sensitivity and empathy when working with grieving families.

3

Client-Focused Approach

Dedicated to providing personalized service and exceeding client expectations.

4

Financial Planning Acumen

Ability to provide holistic financial advice, considering estate planning, retirement planning, and investment strategies.