elderlyWe contract with tax lawyers and banking institutions to provide professional estate and trust services to their clients. Serving as our client’s trusted advisor, we offer comprehensive services in the preparation of:

  • The decedent’s final individual income tax return
  • Fiduciary income tax returns for estates and trusts
  • Fiduciary income tax returns for charitable lead trusts, charitable remainder trusts, as well as other entities involved in complex estate planning techniques
  • Federal and state estate tax returns
  • Court inventories and court accountings to satisfy probate filings
  • Tax planning
  • Representation during examination of returns by the IRS and other taxing authorities

 We partner with tax lawyers and banking institutions to assist in estate and trust administration, including income tax planning for beneficiaries and assisting executor and/or trustee with administrative duties.