Estate Planning
Estate Advice and Planning, When You Need It - At Your Will

Estate Planning

We know that although dealing with your will or the will of a loved one is not a welcomed event, it is a necessary and beneficial form of documentation to have. At CTA, you can be assured that we will handle all of your Probate and Estate Planning with the utmost respect and sensitivity – helping you be in control over whatever life throws at you.

Estate and Probate Services

We can take care of all or any part of your estate administration needs. From probate to final distribution of assets.

  • Estate administration
  • Probate coordination
  • Estate inventory and valuation for tax purposes
  • Secure estate assets
  • Retrieve financial assets and complete debt allocation
  • Perform recordkeeping in compliance with tax and accounting laws.
  • Investment management

Our Clients Say it Best

Exceptional Service!  Mr. Caster was referred to us by our former tax advisor.  His depth of knowledge and experience helped us with our troubling tax matters and estate challenges.  Mr. Caster provided expert guidance, support, and a ‘can do’ attitude that helped our family with our complex IRS matters and the Probate of our Uncle’s Estate in the DC Superior Court – Probate Division.  We are eternally grateful to him for his professionalism and compassion.

Dr. Wellington G. Gibson and Mrs. Joyce A. Gibson, Washington, DC

CTA Tax Services, LLC
5
2021-02-15T18:49:53+00:00

Dr. Wellington G. Gibson and Mrs. Joyce A. Gibson, Washington, DC

Exceptional Service!  Mr. Caster was referred to us by our former tax advisor.  His depth of knowledge and experience helped us with our troubling tax matters and estate challenges.  Mr. Caster provided expert guidance, support, and a ‘can do’ attitude that helped our family with our complex IRS matters and the Probate of our Uncle’s Estate in the DC Superior Court – Probate Division.  We are eternally grateful to him for his professionalism and compassion.
Thank you Mr. Allen Caster for your assuring manner in which you extended to me during the fixing of my income tax with the Internal Revenue Service.  I had multiple years of outstanding taxes and limited documents to assist you in the effort.  Your knowledge in dealing with the IRS and Maryland provided you with the necessary information to complete my taxes and solve my delinquencies.  I now rest better at nights knowing that this matter is no longer haunting me and hampering my ability to move on in my financial growth.  Mr. Caster you are simply the best tax business I have ever worked with.

Christine Stolberg, Silver Spring, Maryland

CTA Tax Services, LLC
5
2021-02-15T19:12:39+00:00

Christine Stolberg, Silver Spring, Maryland

Thank you Mr. Allen Caster for your assuring manner in which you extended to me during the fixing of my income tax with the Internal Revenue Service.  I had multiple years of outstanding taxes and limited documents to assist you in the effort.  Your knowledge in dealing with the IRS and Maryland provided you with the necessary information to complete my taxes and solve my delinquencies.  I now rest better at nights knowing that this matter is no longer haunting me and hampering my ability to move on in my financial growth.  Mr. Caster you are simply the best tax business I have ever worked with.
The Accounting and Tax Preparation Services of CTA Tax Services are excellent.  Mr. Allen Caster and his team pay attention to the details, explain everything about filing taxes correctly and teach you as a person or business owner the importance of keeping good records. Going above and beyond is what they do.  Excellent Customer service.

Dee Bowden, Bowden Consultant Services

CTA Tax Services, LLC
5
2021-02-15T18:46:34+00:00

Dee Bowden, Bowden Consultant Services

The Accounting and Tax Preparation Services of CTA Tax Services are excellent.  Mr. Allen Caster and his team pay attention to the details, explain everything about filing taxes correctly and teach you as a person or business owner the importance of keeping good records. Going above and beyond is what they do.  Excellent Customer service.
I was having tax issues that I could not resolve on my own.  Contacting Mr. Allen Caster is the best decision I have ever made to address my taxes.  His breadth of knowledge and approach was convincing and the results have far exceeded my expectations. A true professional with a kind, gentle and comforting disposition.

Thomas O. Estes, Washington, DC

CTA Tax Services, LLC
5
2021-02-15T19:14:36+00:00

Thomas O. Estes, Washington, DC

I was having tax issues that I could not resolve on my own.  Contacting Mr. Allen Caster is the best decision I have ever made to address my taxes.  His breadth of knowledge and approach was convincing and the results have far exceeded my expectations. A true professional with a kind, gentle and comforting disposition.
5
4
CTA Tax Services, LLC

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At the heart of it all lies our mission to make your life a little easier and a lot less stressful – because you need more time to focus on what matters most.