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
Trust and Estate Accounting & Court Accounting Probate accounting, fiduciary accounting.
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 over 50 fiduciary returns on an annual basis and have over 20 years of experience.
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.