WE ARE HERE TO GUIDE YOU THRU THE TRUST AND ESTATE PROCESS

O&S CPAs and Business Advisors has specialized in estate and trust taxes for decades guided by Partners and Sr Managerial staff with decades of experience; all of whom have lectured and given relevant seminars and presentations on the newest tax laws and estate developments.

Whichever stage you’re at in the process, we’ve assisted both professional trustees and family members to leverage the new tax laws to get the best outcome in terms of reaching their desired financial outcome.  Working in concert with attorneys and financial advisors, we’ve worked on many complex estates and trusts to ensure that all of the beneficiaries and trustees make the best choices and are aware of the many elections and tax tools at their disposal.

Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.

Estate & Trust Court Accounting

Trust and Estate Accounting & Court Accounting Probate accounting, fiduciary accounting. Trust Tax Services Long Beach.

Form 1041

The IRS form 1041 is the tax return for estates and trusts. It is used to report income, deductions, gains and losses of the estate or trust. We have a dedicated team of CPAs and accountants who prepare hundreds of fiduciary returns covering a wide variety of often difficult and at times contentious estates.

We often give clients advice on how to handle specific issues of related estates and the best way to administer and value assets in order to save estates thousands of dollars in estate and capital gains taxes.

Form 706

The Form 706 is the Federal Estate (and Generation-Skipping Transfer) Tax return. The executor of a decedent’s estate uses the Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code. The Form 706 can be extremely complex. Our CPAs have over 20 years of experience preparing estate and trust tax returns including the Form 706.

Contact us to schedule time to discuss your estate and trust matter with one of our professionals.

For a free list of documents for Estates and Trusts, enter your email below. 

Evan Sandler

EVAN SANDLER | CPA, MST

Natalie Keam

NATALIE KEAM | CPA, CFE