Estate Services
We are interested in helping individuals and estates with their particular needs. Our services to date have included:
- Planning and consultation.
- Assisting executors with post mortem tasks such as discovery of assets, accounting for estate income, and planning for tax-wise handling of estate matters.
- Preparation of Form 706, Estate Tax Return, and state inheritance tax returns.
- Preparation of Forms 1041 , Estate Income Tax Returns.
- Assistance with audits by taxing authorities.
How can we serve you?