Estate and Gift Tax Returns

The federal estate tax and gift tax rules have been constantly changing over the last decade, and they are guaranteed to continue doing so for at least the next several years.  Working with your attorney, we can help you understand how the laws work and how to minimize the taxes, so you can leave more to your heirs and help them avoid surprises down the line.

We can prepare the Federal Forms 706 (estate tax), 709 (gift tax) and any income tax returns required for estates, trusts and decedents.  We can also help with filings required by other states, when needed.

Who Needs This Service?

Any individual or executor making distributions from an estate or giving gifts that would result in the need to file a return.

Benefits to Our Clients

• We have a team of professionals available to assist in determining whether you are required to file these returns.
• We provide ease and understanding to complex regulations.
• We can assist in timely filings of returns to ensure our clients compliance.
• We can consult with your attorneys as needed.