Estate & Trusts

Our Estate & Trust Services Include:


Tax Management & Preparation Services

Being appointed an executor or administrator of an estate or trust can be challenging. We work with you and your attorney to provide accounting services and prepare the required tax filings. We assist you to simplify and clarify the process for the benefit of the beneficiaries.

Our Estate & Trust Preparation Services Include:

    • 1041 US Income Tax Return for Estates and Trusts
    • 706 US Estate Tax Return
    • ALL State Returns related to the forms listed above