Tax Forms 1041, 706, 709

We assist executors and trustees to meet their fiduciary responsibilities with respect to
tax filing requirements via:

Defining filing requirements and estimated taxes

Accounting for estate and trusts

Preparation of estate and trust income tax returns for all states

Evaluation of asset allocations and dispositions

Preparation of death tax returns

Preparation of termination notices including requests for prompt audit

Audit representation if necessary

Timely tax planning