Estate & Trust Tax Preparation & Advisory Services
Streamline Estate & Trust Management
Estates and trusts are intricate and handling them can be overwhelming. Our expert tax preparation and advisory services ensure you comply with all regulations while maximizing your benefits and minimizing liabilities.
We offer comprehensive solutions to simplify the preparation process, enhance financial outcomes, and provide peace of mind.
You can rely on us to accurately file your estate and trust returns, allowing you to focus on what matters most to you.
Available Services
Current Year Tax Preparation
Expert preparation of your estate and trust tax returns, ensuring compliance with federal and state tax regulations while maximizing your deductions and credits. Includes: Estates & Trusts Income Tax Return (Form 1041), Gift Tax Returns (Form 709), and Estate Tax Returns (Form 706).
Prior Year(s) Tax Preparation
Comprehensive review of your previous tax returns to identify potential errors or missed deductions, and amend returns if necessary.
Estate & Wealth Planning Services
Customized advisory services to address your unique situation. We provide expert advice on tax-saving strategies, and long-term planning.
Communication with IRS and State Agencies
We handle all communication with the IRS and state tax agencies on your behalf, ensuring that any issues or inquiries are resolved promptly and effectively.
Quarterly Tax Newsletter
Stay informed with our quarterly tax newsletter, featuring updates on tax law changes, important deadlines, and tips to help you stay ahead of your tax obligations.
Comprehensive Bookkeeping
Stay informed through monthly prepared financial statements that we provide after efficiently categorizing every item of income and expense, and reconcile every account to maintain financial accuracy and prevent discrepancies.
Comprehensive Financial Management
Looking for Multiple Services?
You have the ability to create any combination of individual tax preparation and advisory services, business tax preparation and advisory services, and bookkeeping services for a complete, all-in-one solution.
This comprehensive approach ensures all your accounting, tax, and financial needs are seamlessly integrated and managed, providing you with peace of mind and more time to focus on growing your business.
Partner with us for holistic financial support that drives success.
