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Estate & Trust Tax Services

Estate and Trust Tax Preparation Helps Preserve, Protect, and Enhance Your Financial Legacy

Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone -- especially if you have a spouse or children or own a business.

As your trusted advisor, I help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

While protecting your assets is critical to ensure financial security for your loved ones, I know that estate planning and trust tax return preparation is not easy and often requires specialized knowledge and expertise.

I Understand Fiduciary Tax Laws

As a tax and accounting professional, I have many years of experience helping clients just like you. I work closely with investment advisors, attorneys, and other financial professionals so that I am able to develop a long-term estate plan that meets the individual needs of every client. I make sure I stay current on tax law changes that affect estate and tax trust preparation.

My Estate and Trust Services Include:

  • Ensuring that your assets are allocated to spouses, children, trusts, and charities
  • Periodic review of your estate plan and trust tax situation to ensure financial goals are met
  • Gift tax returns and strategies
  • Business succession planning
  • Trust administration
  • Trust income tax returns
  • Estate tax returns

If You Need Assistance With Estate and Trust Tax Preparation I Am Here to Help.

Preparing income tax returns for trusts and estates can be complicated. If you haven’t developed an estate plan it’s not too late.

Contact me today by filling out the form below. You'll be glad you did.

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Please fill out this form and let us know how I can be of service. I will happily offer you a virtual coffee chat to determine how I can best serve you.