Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Estate & Trust Tax Services

• Allocating assets to spouses, children, trusts, and charities
• Reviewing your estate plan and trust tax situation
• Gift tax returns and strategies
• Business succession planning
• Trust income tax returns
• Estate tax returns
• Form 1041 Fiduciary Tax Return