Estate/ Gift/ Trust & Court Accounting
We can assist in all your Estate, Gift and Trust needs, which would include the following:
Estate Tax Compliance and Preparation
- Federal Estate Tax (Form 706)
- State Estate Tax
- Probate Administration Guidance
Gift Tax Compliance and Preparation
- Federal Gift Tax (Form 709)
- Gift Tax Planning
Trust / Fiduciary Tax Compliance and Preparation
- Decedent's Estate
- Simple Trust
- Complex Trust
- Grantor Type Trust
- Trust Tax Planning
Court Accounting
- ALL entities, including Decendent's Estate, Trusts and Guardianship/Conservatorships.
- Special Situations
