Fiduciary Services
Trust & Estate Tax Preparation
Are you an executor or personal representative for someone who has passed away? Grantor or Trustee for a trust? If so, we can help you stay in compliance with all of your tax filings.
Gift Tax Preparation
Sometimes the monetary or tangible property we give to others will require a gift tax return to be filed. Whether you are thinking about giving a gift or have already made one, we can help with the tax compliance regarding this issue.