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We specialize in the preparation of trust and estate tax filings. 

Scope of Services

  • Preparation of Federal and state tax returns and related tax information.

  • Responses to tax compliance questions asked by the trust administrators.

  • Responses to correspondence from taxing authorities.

  • 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.

  • Responses to inquiries relating to returns not prepared by us, i.e. prior years returns.

  • Calculate quarterly estimated tax payments for fiduciary accounts.

  •  Provide bookkeeping services as needed.






 

 


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