We specialize in the preparation of trust and estate tax filings.
Scope of Services
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Preparation of Federal and state tax returns and related tax information.
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Responses to tax compliance questions asked by the trust administrators.
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Responses to correspondence from taxing authorities.
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Preparation of extensions, when required.
- Research (and consultation on trust tax issues and tax planning).
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Responses to inquiries from outside accountants and attorneys in connection with preparation of fiduciary and other returns and tax information included in the proposal.
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Responses to inquiries relating to returns not prepared by us, i.e. prior years returns.
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Calculate quarterly estimated tax payments for fiduciary accounts.
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Provide bookkeeping services as needed.
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