Trust Tax Returns and Estate Tax Preparation

We are able to assist with all things tax in terms of trusts and estates:

  • Trust tax return preparation

    • Simple Trusts

    • Complex Trusts

    • Living Trusts

    • Revocable Trusts

    • Irrevocable Trusts

    • Marital Trusts

  • Estate tax return preparation - if you are filing taxes for someone who has passed away without a trust set.

  • Form 706 returns

    • United States Estate tax

    • Generation Skipping Transfer