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Estate & Trust Tax Services

Our goal is your peace of mind every step of the process.

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Estates & Trusts

The importance of estate tax planning is often overlooked. Let us help you protect your legacy.

Guidance and Support When You Need It Most

Estate and trust tax responsibilities can seem overwhelming, especially when you’re unsure which forms are required and when. Our role is to guide you through the process with clarity and care.

We translate the complex rules into clear steps, helping you stay confident and compliant. Working in coordination with your financial planner, attorney or other advisor, we make sure your estate and trust tax matters are handled accurately and thoughtfully.

Our goal is your peace of mind.

A look at how we help you:

Confidence In Every Filing

Estate and trust tax returns prepared with accuracy and care, including:

  • Form 1040: Final Personal Tax Return
  • Form 706: Estate Tax Return
  • Form 1041: For Estates
  • Form 1041: For Trusts
  • Form 709: Gift Tax Return
  • Form 5227: Split Interest Trust information Return

Coordination With Your Advisors

We work with your financial planner, attorney, and other fiduciaries — so your tax strategy works seamlessly as part of your full financial picture.

Minimizing Tax Burden

We identify potential tax savings, reducing future liabilities, and aligning your current tax strategy and estate plan with your long-term goals and family priorities.

Working Together: Our Estate and Tax Services Process

Navigating estate and trust taxes, whether they’re a one-time return or ongoing, can feel overwhelming. Our step-by-step process is designed to guide you with clarity, care, and confidence.

1. Clarity from the Start – We listen, understand your needs, and gather essential information.

2. Thoughtful Preparation – We review documents, coordinate with your advisors, and prepare your return.

3. Peace of Mind at Filing – Your return is accurate, complete, and filed with care.

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