Estates & Fiduciaries

Estates, Trusts, and Gifts
Tax preparation by professionals provides:
• Accuracy
• Reliability
• Security
• Maximize tax credit• Minimize tax liability
Services offered:
• Ensure federal and state tax returns are filed in a timely manner and all tax requirements are addressed.
• Assist in administration of trusts and estates.
• Prevent tax problems by ensuring trusts follow essential tax requirements.
• Process court regulated accountings for estates, trusts, conservatorships and guardianships