Stay updated on all areas of tax filings and business processes affected by COVID-19

Learn more

Estate Tax Returns

Work with a team of professionals who care about giving clients a personal and supportive experience

Estate Services

Our team has decades of experience preparing estate tax returns and assisting with sub-trust funding decisions. With the introduction of portability for married couples, the estate tax return is now a logical choice for anyone hoping to protect future assets from the uncertainty of estate tax laws and the changing estate tax exemption. Our Fiduciary Income Tax services include the following:

  • Estate preparation
  • Sub-trust allocation tax planning