ESTATES

If a decedent’s estate is large (over $5.43 Million for 2015), the estate will likely owe the federal government what is called Estate tax and have to file a 706 Estate Tax Return.

 

We can prepare these for the executor, as well as the 1041 Income tax returns for a Trust or Estate, and 709 Gift tax returns.

 

We work hand-in-hand with Probate attorneys to ensure your trust or estate is accounted for accurately, and the tax paid properly, so the client doesn’t have to deal with that hassle and stress!

 

If you have an estate over $5 million, or are the Trustee or Executor of a Trust or Estate over $5 million, let us help keep the IRS satisfied, and make sure you don’t pay any more than you have to.

 

Estate tax returns are highly complicated, and rigorously reviewed by the IRS. We cannot recommend having such returns prepared by anyone other than a properly licensed and experienced Certified Public Accountant familiar with Estate tax.

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