If a decedent’s estate is large, the estate could potentially owe the Federal government what is called Estate tax and have to file a Form 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 are the Trustee or Executor of a Trust or Estate, let us help you keep the IRS satisfied and make sure that you don’t have to 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.