Managing estate, trust, and gift taxes requires more than basic filing—it demands precision, foresight, and a deep understanding of complex tax laws. Whether you’re planning your legacy or administering a trust, our expert tax preparation services help you stay compliant while maximizing the value passed to future generations.

Our firm provide comprehensive tax preparation and advisory services for individuals, families, trustees, and fiduciaries:

Estate Tax Preparation

• Federal and state estate tax filings
• Valuation of assets and liabilities
• Coordination with attorneys and executors
• Estate tax minimization strategies
• IRS Form 706 and related documentation

Trust Tax Preparation

• Preparation of IRS Form 1041 for simple and complex trusts
• Income distribution calculations and beneficiary reporting
• Grantor trust compliance and planning
• Charitable trust tax filings
• Coordination with fiduciaries and legal counsel

Gift Tax Preparation

• IRS Form 709 preparation and filing
• Annual exclusion and lifetime exemption tracking
• Gift splitting for married couples
• Valuation of gifted assets (real estate, securities, business interests)
• Strategic planning to reduce future estate tax exposure

Estate, trust, and gift tax rules are intricate—but your experience doesn’t have to be. Schedule a confidential consultation today and let’s build a tax strategy that protects your wealth and honors your legacy.