Estate and Trust
Preparing income tax returns and performing accounting functions for Estates and Trusts can be complex and confusing. We have a professional team that is experienced in all aspects of estate and trust administration, including the tax preparation and accounting issues unique to estates and trusts. We are a full-service accounting and tax firm that offers the following services.
- Estate Income Tax Returns
- Estate Tax Returns
- Gift Tax Returns
- Simple and Complex Trust Income Tax Returns
- Special Needs Trust Income Tax Returns
- Qualified Disability Trust Income Tax Returns
- Charitable Trust Income Tax Returns
- Inventory Preparation
- Annual Accounting Preparation for Estates and Trust
- Estate and Trust Adminstration
Please call or e-mail our office for an appointment with one of our estate and trust specialists.