Tax Filing Package for Trusts/Estates/Gifts
Choose a package
$1199.00$549.00
Simplify complexity. Maximize savings.
Compliance, Efficiency, and Savings all in One.
1. Expertise in Tax Laws 2. Maximized Refunds & Minimized Liability
3. Time & Stress Savings 4. Audit Support & Risk Mitigation
5. Tailored Tax Strategies 6. Accuracy & Compliance
For many professionals, self-employed individuals, and business owners, tax filing for federal & state is far more complex than expected.
Our CPAs and tax professionals safeguard your finances by strategically addressing key considerations before tax filings:
Strategic Tax Planning
As your trusted advisors, we proactively analyze how tax laws impact your business to optimize your effective tax rate and maximize profits.
Alternative Minimum Tax (AMT) Planning
We specialize in AMT strategy, preparing necessary filings to determine liability and minimize exposure.
Multi-State Tax Compliance
Our team navigates cross-state tax laws to reduce liabilities while ensuring federal and state compliance.
Estate Planning
Start early to protect your family’s financial future. Our holistic approach aligns with retirement goals and preserves assets for heirs.
Succession Planning
Whether retaining family ownership or transitioning to key employees, we help shape a succession plan that reflects your priorities.
Join hundreds of small business owners who trust us with their Tax Returns and Accounting / Bookkeeping
Strategic Solutions for Trusts, Estates, and Gifts
Our Trusts, Estates, & Gifts Tax Services (federal & state) offer comprehensive strategies designed to safeguard your wealth, streamline tax obligations, and facilitate a seamless transfer of assets.
*Estate Tax Planning: We develop customized plans to reduce estate tax burdens by leveraging a variety of tools, including different types of trusts such as revocable, irrevocable trusts, GRATs, and ILITs, as well as charitable giving strategies. We prepare Form 706 (Estate Tax Return), ensuring accurate reporting of the estate's value and any applicable taxes.
*Trust Tax Filing: Our team specializes in the preparation of Form 1041 (Tax Return for Estates and Trusts). We handle intricate income allocations, ensuring that all income generated by the trust is properly accounted for and reported. This helps grantors, beneficiaries, and fiduciaries meet their tax compliance obligations.
*Gift Tax Compliance: We guide you through the rules and regulations surrounding gift taxes. By understanding the annual gift tax exclusions, we assist in structuring lifetime gifts to minimize future estate tax liabilities. When taxable gifts are made, we handle the filing of Form 709 (Gift Tax Return), ensuring that all required information is accurately reported to the IRS.
*Beneficiary Coordination: We provide support in the distribution of assets, helping to resolve any tax implications that beneficiaries may face upon inheritance. We also offer advice on retirement account beneficiary designations to ensure that assets are transferred in the most tax - efficient manner possible (billed separately).
*Fiduciary Support: Our services extend to advising executors and trustees on their tax obligations. We help with inventorying assets, ensuring that all assets are properly valued and accounted for in tax filings. In case of disputes, we offer guidance to ensure efficient probate and trust administration, reducing the stress and complexity associated with managing estates and trusts (billed separately).
*Special discounts available for High-Net-Worth Individuals upon request -- at lease 20% off guaranteed vs. your prior year tax preparer!
*State filing per entity viewed as 2 sch. for billing