Trusted CPA Partner for Estate And Trust Matters

Reliable. Responsive. Ready to Support Your Clients with Precision and Care.

From fiduciary accountings to complex estate and trust tax filings—Donna Stern CPA is the referral partner attorneys trust to handle the financial side, so you can focus on the legal strategy.

As an attorney managing estates, trusts, or probate litigation, you know how critical it is to have the right professionals supporting your client’s case—especially when money is involved.

At Donna Stern CPA, we specialize in Estate and Trust Accounting and Tax Preparation, working closely with attorneys across the region to provide:

Trusted CPA Partner for Estate And Trust Matters
  • Trust and Estate Accountings – Clear, court-compliant reports for fiduciaries, beneficiaries, and litigation
  • Reconstructed and Historical Accountings – For complex, outdated, or disputed matters
  • Court-Ordered Probate Accountings – Prepared in formats that meet local court standards
  • IRS Tax Filings – Including 1041, 706, 709, and final 1040 returns for estates and trusts
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Why Lawyers Refer to Us:

  • We’re responsive and easy to work with
  • We speak “legal” and understand how to align accounting with your case strategy
  • We treat your clients with empathy and professionalism
  • We deliver accurate, defensible work that holds up in court
  • We take the pressure off your team—no back-and-forth chasing accountants

Whether you’re representing a surviving spouse, trustee, or executor—or working through a contested probate—we help protect the fiduciary and clarify the financial picture.

Need to Refer a Client?

We’re happy to work under your direction, keep you copied on all communication, and serve as an extension of your client care.

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Client Testimonials

Trust, dedication, expertise: The reviews say it best!

There’s no better way to shed light on our bookkeeping services than with client reviews. Take a look at these success stories from our satisfied clients. We’ve helped hundreds of business owners in Orange County, and there’s much more we can do for you.
We’ve worked with Donna’s office several times, and they have always been incredibly easy to work with. They respond quickly, and I find them knowledgeable, reliable, and professional.
Jim Clymer
Annelise
Donna is amazing and a joy to work with. Not only is she knowledgeable in all facets of tax preparation, but she prepared a court ordered accounting for a special needs trust I manage. I HIGHLY recommend Donna to anyone looking for an expert with a heart.
Kirk Bausch
Kristine
Best CPA’s in town when it comes to Estate Planning & Taxes
DC
Tom
I have worked with Ms. Stern for over 20 years both in her capacity as my personal CPA and for a business I was managing. I find her extremely knowledgeable, professional and easy to work with and always directed in the client's best interests.
Samuel Harris
Samuel Harris
We've been with Donna for 12+ years now. A true PRO who looks after her clients. We couldn't be happier. Highly Recommended!
Jim Clymer
Jim Clymer
Donna is on point with all aspects of work. Love working with her, she gets everything done in a timely manner! she's always on top of everything! Wouldn't ask for a better person to work with. I Would recommend her to anyone! Thank you for such amazing support and service Donna!!
Sandra Danan
Sandra Danan

Contact Donna Stern CPA Today

Let’s discuss how we can support your practice and provide expert service to your clients.

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Frequently Asked Questions

Yes. That’s exactly what we do. You don’t need to know whether you need a 1041, 706, or 709—we’ll assess your situation and guide you step by step.

Yes. We’ve handled estates going back more than a decade. While there may be penalties or paperwork hurdles, we’ll help you navigate them.

You’re legally obligated to provide a clear financial accounting. We can prepare a complete, court-ready report that protects you and satisfies all requirements.

We specialize in reconstructing financial data from bank statements, tax returns, and other documents. You don’t need perfect records—we’ll help piece it together.

Absolutely. We frequently coordinate directly with attorneys to ensure everything aligns with legal strategy and court expectations.

Every case is different, but we offer transparent pricing and will always provide an estimate up front. No surprises—just honest guidance.

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